Building the Premier Accounting Firm

A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Client On-boarding, Client Relations & Retention, etc. This podcast will help you become an Accountrepreneur, to work ON your business with advice from the experts.

The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan 07/02/2025

The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan In this episode of Building the Premier Accounting Firm, Roger Knecht interviews Mike Milan, a cash flow expert, on uncovering hidden cash flow and building financial strength in businesses. Mike shares insights from his Clear Path to Cash framework, emphasizing communication and practical implementation strategies for accounting professionals. Key Takeaways: 🗣️ Improve communication by translating financial jargon into understandable terms for clients. 🔍 Identify hidden cash flow using techniques like the “Cash Leak Map” to demonstrate value. 🚀 Offer advisory services as a standalone revenue stream, addressing clients’ pressing needs. 🤝 Build confidence through training and role-playing to effectively deliver cash flow advisory services. 🌱 Invest time in learning new skills to adapt to the evolving accounting profession. Behind the Story: Mike Milan’s approach combines his experience as a state trooper, using de-escalation techniques, with insights from psychology observed from the show “Hoarders,” enabling him to connect with business owners and guide them toward better financial decisions. His “Clear Path to Cash” framework trains accounting professionals to confidently identify and address cash flow issues, turning compliance into commitment. 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 About Cash Flow Mike: Let’s face it—tax season is about the past. You're filing reports, closing books, and looking in the rearview mirror. But the most valuable advisors? They’re not stuck in the past—they're helping clients build the future. That’s where Clear Path To Cash comes in. It’s the system designed specifically for accountants and bookkeepers who want to deliver real advisory value—without guesswork. With on-demand courses, live training, and a powerful cash flow app, you’ll learn how to uncover hidden cash, guide better decisions, and close more high-value deals—all by simplifying the way you talk about financials. And right now, just for GrowCon listeners, you can try any membership level FREE for 30 days. Just use the promo code UAC25FREE at checkout. So stop looking backward—start leading forward. Visit CashFlowMike.com and enter UAC25FREE to unlock your free trial today. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free eBook Download of The 7 Minute Conversation. Use Discount Code UAC25FEE to get a free 30-day membership Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/37156685

This Week on BPAF : Mike Milan 06/30/2025

Rewind : Being Safe & Vulnerable w/ Robyn Mons 06/28/2025

Rewind : Being Safe & Vulnerable w/ Robyn Mons Join us as we revisit this conversation from 2021! Have you ever asked yourself the question, “am I enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist. Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself. There is no need to experience this journey alone and feel as if you are re-inventing the process when running a successful accounting business. Don’t miss this important and powerful discussion! Your Host: , president of Our Guest: Robyn Mons is a certified Life and Weight Coach. As a professional, wife and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world. Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20 and her codependent pup, Dirk the Doodle. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn more about the and to help you have the confidence to run the premier accounting firm in your area. Meet ! Take the next step to receive what you want in business. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/18613529

Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal 06/25/2025

Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal In this episode of Building the Premier Accounting Firm, host Roger Knecht and Rhamy Alejeal, founder of People Processes, discuss the importance of HR in accounting firms, addressing risk mitigation, employee productivity, and strategies for remote teams. Learn how to prioritize people to build a successful accounting, bookkeeping, and tax business in this insightful interview with one of the leading minds in the world of Human Resources. Key Takeaways: 🔎 Evaluate HR needs by considering risk mitigation and return on labor. 🏢 Formalize performance management and onboarding structures for remote teams. 📊 Track key HR data points to improve business operations and employee satisfaction. 🤝 Develop people processes to empower employees to make decisions aligned with company culture. 🚀 Partner with HR professionals to streamline processes, enhance employee performance, and increase firm profitability. Behind the Story: Rhamy Alejeal shares his journey from economics and insurance to becoming a leading provider of HR solutions. He explains how he helps businesses scale by focusing on people processes, data-driven insights, and creating a culture where employees make decisions aligned with the company’s values, 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 About keepful® : Let’s be honest—most of us didn’t become bookkeepers or accountants to spend hours learning marketing systems and chasing leads. We did it to serve clients and build a business we love. But what if you could get better clients without the marketing overwhelm? That’s exactly what keepful® does. It’s the all-in-one marketing system built specifically for bookkeepers and accountants—and it works 24/7 behind the scenes to bring in leads, book consultations, and automate follow-ups. You get a professional website, branded consultation page, and follow-up automations—all tailored to your business. No more duct-taping tools together or hiring expensive marketing teams. If you want to grow your firm with ease and attract better clients without doing more work, go check out keepful today at . Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Elevate Your Services: HR Partnership Program for Finance Professionals: Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/37108025

This Week on BPAF : Rhamy Alejeal 06/23/2025

Rewind : Bringing Passion To The Accounting Profession w/ Cindy Jorgensen 06/21/2025

Rewind : Bringing Passion To The Accounting Profession w/ Cindy Jorgensen Join us as we revisit this conversation from 2021! Take the time to listen as Cindy and Roger discuss the opportunities individuals have as they build their premier accounting firm in their area. Cindy brings a fresh new look to the approach of deciding next steps. She has a contagious personality that is both inspiring and uplifting. With Cindy it is time to think big, to dream big with considering what we can each do to realize our potential. Here what Cindy has to share to shortcut your path to success. Your Host: , president of Our Guest: Cindy Jorgensen Cindy Jorgensen is a woman who knows how to accelerate the success of your business & life. She is a business consultant with Universal Accounting Center helping other people start and grow their own accounting practices. As a facilitator and mentor for the “Growing Your Business” program, and a speaker and trainer for Business Success Conference and The Best You, one of the largest business and personal development expos in the world -She’s taught thousands how to create massive recurring income as a respected professional providing a lifestyle most only dream of. She is a mother of two boys and has worked internationally, teaching English to Chinese children. Cindy sincerely cares about everyone she meets and this unconditional love she has for everyone around her has rocketed her business endeavors to great heights. She was named one of the six “Most Successful Business Women in Utah” and was one of only 200 out of 500,000 to receive the Women of Excellence award. Appearing on ABC, CBS, and locally on KSL, Cindy has presented at Napoleon Hill’s Think and Grow Rich World Tour in 2019, The Firm Foundation 2020 and has been invited to speak at the “Smart Women Rising” conference in Dubai 2020. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Cindy offers in the episode the opportunity to speak with her directly. Take some time to share with her your current situation, background and experience, along with your goals and see what she has to say to help you take the next step to have the premier accounting firm in your area. Schedule a time that is convenient for you now: Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are your must have additions to every accountant’s library to provide the value clients look for today: – e-book – the how-to-guide e-book for accounting professionals For Additional FREE Resources for accounting professionals Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/18418601

Values Over Profit? The Accounting Paradox w/ Ingrid Edstrom 06/18/2025

Values Over Profit? The Accounting Paradox w/ Ingrid Edstrom In this episode of Building the Premier Accounting Firm, Ingrid Edstrom, Chief Empowerment Officer at Priestess of Profits, shares her journey into accounting, emphasizing the importance of relationships, values, and authentic marketing in building a successful and fulfilling accounting practice. Discover how to move beyond transactional client interactions and create reciprocal, value-driven relationships in Roger Knecht’s interview with Ingrid. Key Takeaways: ✅ Prioritize relationships over transactions to foster client loyalty and deeper engagement. 🌟 Define and embody your core values to attract ideal clients and build a strong company culture. 🗣️ Communicate authentically in your marketing to resonate with like-minded clients and build a community. 🌱 Cultivate a “giver’s gain” mindset to create reciprocal relationships that benefit all parties involved. 🚀 Attend industry conferences to stay updated on technology, network with peers, and share your expertise. Featured Quotes: “Thought leaders are the ones making stuff up. That’s what makes them thought leaders.” - Ingrid Edstrom “We need to treat each other as humans first… We attract the people to us that we want to invest our time with by being our full, true, authentic selves.” - Ingrid Edstrom “The last human freedom is our ability to choose our attitude in any situation.” - Viktor Frankl, quoted by Ingrid Edstrom Behind the Story: Ingrid Edstrom’s journey began with a desire to help struggling small businesses in her community. Frustrated by a lack of recognition and a toxic work environment, she started her own bookkeeping business during the 2008 market crash. Through networking, embracing technology, and staying true to her values, she transformed her practice and became a recognized thought leader in the accounting profession. Her story emphasizes the importance of building genuine relationships, aligning values with business practices, and staying authentic in a competitive industry. 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 About People Processes: You’re the expert in financial strategy—but when clients come to you with payroll and HR issues, you shouldn't have to carry that burden alone. That’s where UAC’s preferred HR partner, People Processes comes in. People Processes partners with accountants and bookkeepers to provide compliant, scalable HR solutions for your clients—so they avoid misclassification mistakes, payroll tax penalties, and labor law violations. People Processes is offering UAC students and alumni exclusive partnership benefits, including a doubled first referral bonus. Learn more or join their referral network at . Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Come check out the Accounting Alchemy Network at . We have amazing discussions and education around how accountants can live our values through our work, creating and being the change you want to see in the world. All of our offerings are free, and we would love for you to join the conversation. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the . This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Register to attend and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/36910955

This Week on BPAF : Ingrid Edstrom 06/16/2025

Rewind : Embracing the Next Step w/ Adam Syvock 06/14/2025

3 Interview Hacks to Hire Accounting All-Stars w/ Mark Herschberg 06/11/2025

3 Interview Hacks to Hire Accounting All-Stars w/ Mark Herschberg In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Mark Herschberg, author of “The Career Toolkit,” to discuss essential skills for success, effective hiring processes, and the importance of career planning. They explore key skills like communication, negotiation, and leadership, offering actionable insights for both employers and employees in the accounting profession. Key Takeaways: 💡 Identify and assess key skills beyond technical abilities, such as communication, teamwork, and leadership, during the hiring process. 🤝 Negotiate effectively by adopting a win-win mindset, expanding the pie for mutual benefit, and understanding your BATNA (Best Alternative to a Negotiated Agreement). 🌱 Support employee career development by fostering open conversations, recognizing that career paths may diverge, and providing opportunities for skill enhancement. 🗣️ Define required communication skills specifically (written, verbal, presentation) in job descriptions and assess them accordingly during interviews. ⚖️ Distinguish between leadership and management, understanding that leadership sets the vision while management focuses on tactical execution. Featured Quotes: Mark Herschberg: “Nobody ever managed men into battle.” Mark Herschberg: “Jobs are short, careers are long.” Mark Herschberg: “You don’t negotiate against someone. You negotiate with someone because the two of you together are crafting a deal that you both want and find better than not having a Take Action: 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 About Cash Flow Mike: “Let’s face it—tax season is about the past. You're filing reports, closing books, and looking in the rearview mirror. But the most valuable advisors? They’re not stuck in the past—they're helping clients build the future. That’s where Clear Path To Cash comes in. It’s the system designed specifically for accountants and bookkeepers who want to deliver real advisory value—without guesswork. With on-demand courses, live training, and a powerful cash flow app, you’ll learn how to uncover hidden cash, guide better decisions, and close more high-value deals—all by simplifying the way you talk about financials. And right now, just for GrowCon listeners, you can try any membership level FREE for 30 days. Just use the promo code UAC25FEE at checkout. So stop looking backward—start leading forward. Visit CashFlowMike.com and enter UAC25FEE to unlock your free trial today.” Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get the free Brain Bump app at https://brainbumpapp.com and a number of free resources at Summaries and highlights from books and podcasts Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/36910880

This Week on BPAF : Mark Herschberg 06/09/2025

Rewind : Simplifying the Accounting Model for the Entrepreneur w/ Femke Hogema 06/07/2025

Rewind : Simplifying the Accounting Model for the Entrepreneur w/ Femke Hogema Join us as we revisit this conversation from 2021! Femke returns to discuss with Roger the power of numbers in business. Consider the benefits that come when helping clients manage their businesses with budgets and forecasts. It’s helpful to show clients the consequences of their decisions using a proforma. They also discuss the mental and emotional elements that affect decisions being made in business. Accounting is more than being compliant. It is helping the business owner manage by the numbers to make more informed business decisions as they run their companies. Doing so the business can be more profitable when working with the accounting professional. Your Host: , president of Our Guest: Femke Hogema started her career as a financial controller for large international company. She loved figures and the clarity that figures provide about a company's health. But she also saw that entrepreneurs don't like figures, controllers, bookkeepers, or accountants. Entrepreneurs find figures boring, complicated, and theoretical. So, she started her company, Healthy Finance, to close this gap between entrepreneurs and figures, and to help entrepreneurs get a grip on their numbers. She gave lectures and training courses, wrote the bestsellers: Financiën voor zzp’ers (Finance for solopreneurs), The Profit Advisor, Ondernemen in Crisistijd (Doing business in times of crisis) and recently: Profitable Plans. Femke also contributed to the Dutch edition of Profit First. Femke makes figures fun, practical, and accessible and in the course of ten years she inspired tens of thousands of entrepreneurs to build a financially healthy and profitable business. Since 2017, Femke has focused on training accountants and bookkeepers to become Profit Advisors (through Profit First Professionals Netherlands). She teaches accountants and bookkeepers so that they can, in turn, support entrepreneurs in growing a financially healthy and profitable business. Femke loves to teach clients to build their own profitable company which will yield more pleasure and satisfaction. Femke was featured as financial coach in a popular TV show on National TV. In 2019 she wrote a number one bestseller Winstgevende Plannen (Profitable Plans). The book reached a number one position in the Dutch National Management Book Top 100 within one and a half week after publication and kept that position for 28 days. This bestselling book is now available worldwide, titled: Profitable Plans. She gives keynotes in both the Dutch and English language about The Profit Advisor, Profit First and Profitable Plans. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of a book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. This must have additions to every accountant’s library to provide the value clients look for today: – the how-to-guide e-book for accounting professionals Also get a copy of Femka’s newest book there you will find some nice free downloads to go with the book. Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/18158717

Get Paid What You’re Worth through Nonprofit Accounting w/ Jeremy Van Groll 06/04/2025

Get Paid What You’re Worth through Nonprofit Accounting w/ Jeremy Van Groll In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Jeremy Van Groll about niching down into the nonprofit sector and building a thriving accounting business with a strong culture. Jeremy shares his journey from corporate accounting to entrepreneurship, highlighting the unique aspects of nonprofit accounting and the importance of aligning business values with client missions. Key Takeaways: 🔍 Niche Down: Focus on a specific industry, like nonprofits, to build expertise and speak the language of your clients. 🤝 Build a Strong Culture: Define your company culture collaboratively with your team and ensure it aligns with your values and client missions. 🌱 Emphasize Teamwork: Foster a sense of partnership and collective success within your team and with your clients. 📚 Continuous Learning: Stay updated on industry-specific knowledge and trends to provide valuable insights to your clients. ⚖️ Prioritize Work-Life Balance: Create a flexible work environment that values family and personal time for your team. Featured Quotes: “The nonprofits and their leaders are the heroes, and we’re the sidekick. We’re going to make you guys shine.” - Jeremy Van Groll “If you’re going to go down this path, the business needs to be an extension of you.” - Jeremy Van Groll “Accounting success is universal.” - Roger Knecht 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 Sponsors: Let’s be honest—most of us didn’t become bookkeepers or accountants to spend hours learning marketing systems and chasing leads. We did it to serve clients and build a business we love. But what if you could get better clients without the marketing overwhelm? That’s exactly what keepful® does. It’s the all-in-one marketing system built specifically for bookkeepers and accountants—and it works 24/7 behind the scenes to bring in leads, book consultations, and automate follow-ups. You get a professional website, branded consultation page, and follow-up automations—all tailored to your business. No more duct-taping tools together or hiring expensive marketing teams. If you want to grow your firm with ease and attract better clients without doing more work, go check out keepful today at . Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: To Connect with Jeremy or interested in his services: https://www.nonprofitbookkeeping.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/36842020

This Week on BPAF : Jeremy Van Groll 06/02/2025

Rewind : The Evolution Of Accounting Training w/ Ken Bostrom 05/31/2025

Rewind : The Evolution Of Accounting Training w/ Ken Bostrom Join us as we revisit this conversation from 2021! Listen to this discussion with Ken Bostrom as he shares his perspective of 30 years of teaching accounting, how it has changed and now being done. Enjoy the evolution of accounting which now includes computers and software, how things progressed from WordPerfect, Lotus123, ABC Accounting, MYOB to so much more. See how the accounting profession has changed, especially how it has been taught over the years from debits and credits to include software training, from classroom instruction to online courses and programs. It has become easier and more systemized. Ken also shares how and when updates to training accounting occur each year to help individuals excel in the careers to get paid what they are worth. Your Host: , president of Our Guest: Ken Bostrom has been an instructor, coach, and officer of Universal sector for nearly three decades. He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, online certification training for accounting professionals to start and grow their own bookkeeping, accounting, and tax practice. Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as its annual updates. You could say Ken wrote the book on how to use QuickBooks to get more done in less time and to become a Profit and Growth Expert. He is a certified Color Accounting instructor, QuickBooks Specialist, and a QuickBooks Pro Advisor. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Learn more about the MISSION Offers: for accounting professionals , learn the language of business in lay terms to communicate more effectively with your clients Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/18158651

Are Podcasts the Future of Marketing for Accountants? w/ Christina Lenkowski 05/28/2025

Are Podcasts the Future of Marketing for Accountants? w/ Christina Lenkowski this episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht, podcast publicist Christina Lenkowski explains how accounting professionals can leverage podcast guest appearances to position themselves as authorities, build trust, and grow their businesses. Learn the strategies to educate potential clients, repurpose content, and create effective calls to action for lead generation through podcasting. In This Episode: 00:05 Introduction to the Premier Accounting Firm 01:30 The Rise of Podcasting in Marketing 04:41 Building Trust Through Podcasting 07:34 Educational Value and Authority in Podcasting 10:46 The Balance of Sharing Expertise 12:02 The Evergreen Nature of Podcast Content 17:08 Crafting a Compelling Guest Pitch 21:56 Creating Engaging Offers for Podcast Audiences 25:36 Maximizing Podcast Listening Experiences Key Takeaways: 🎯 Target ideal clients by tailoring podcast topics to specific niches within the accounting industry. 🎧 Utilize podcast guesting to shorten the sales cycle and build trust with potential clients through extended exposure. 🔄 Repurpose podcast content into blog posts and social media snippets for evergreen marketing. 🔗 Create dedicated landing pages with clear calls to action to capture leads from podcast listeners. 🗣️ Focus on providing value and education during podcast appearances, positioning yourself as an authority without giving away all your secrets. Featured Quotes: Christina Lenkowski: “People want to be consuming their media when they’re on the go.” Christina Lenkowski: “Service over self promotion.” Roger Knecht: “You can repurpose this [content] indefinitely. It’s evergreen.” 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 authority as an accounting professional and market your services more effectively, call 435-344-2060 or schedule an appointment to connect with Roger’s team Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Understanding your publicity Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/36740895

Rewind : Offering Quality Accounting Services With Confidence w/ Jennifer Capener 05/24/2025

Fix Your Sleep Debt: Ultimate Guide for Business Owners w/ Dr. Bijoy John 05/21/2025

Fix Your Sleep Debt: Ultimate Guide for Business Owners w/ Dr. Bijoy John In this episode of Building the Premier Accounting Firm, Dr. Bijoy John, a board-certified sleep specialist, joins Roger Knecht to discuss the vital connection between sleep and mental health for business owners. He shares actionable strategies to improve sleep quality, manage anxiety, and boost overall well-being, crucial for thriving in the demanding accounting industry. Key Takeaways: ⏰ Prioritize dedicated worry time to manage anxiety and prevent racing thoughts before bed. 📱 Establish a tech-free bedroom to optimize melatonin production and improve sleep quality. 🍽️ Adjust eating and drinking habits to avoid disruptions like heartburn and frequent restroom visits. 😴 Recognize signs of sleep disorders and seek professional help when needed. 🛌 Invest in a quality mattress to address physical discomfort that may hinder sleep. Featured Quotes: Dr. John: “Sleep and mental health are very, very closely related. In fact, it’s got a bidirectional relationship where when you sleep better, you’re less anxious and when you’re less anxious, you sleep better.” Dr. John: “A bedroom is for sex and sleep in that order. Then everything else has to be outside.” Behind the Story: Dr. John shares his personal journey overcoming sleep struggles and emphasizes the societal undervaluation of sleep, highlighting the impact of misinformation and the importance of recognizing individual sleep needs. He also touches upon “sleep divorce,” the phenomenon where couples sleep separately to improve individual sleep quality, and provides insights on how this affects relationships. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm, the podcast for owners of bookkeeping, tax preparation, and accounting businesses. For more information Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Nobody’s Sleeping book: Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/36611545

This Week on BPAF : Dr. Bijoy John 05/19/2025

Rewind : From Accountant to Hero w/ Rhett Gagon 05/17/2025

Rewind : From Accountant to Hero w/ Rhett Gagon Join us as we revisit this conversation from 2021! What a great topic and value add to an accounting firm. Rhett joins Roger to discuss services that can be offered to distinguish any accounting business as the one working to work with owners of real-estate. Consider this in-depth conversation regarding Cost Segregation and how it can make you the hero for your clients. This may be the unique selling proposition to help you niche your accounting services in the world of real-estate and investment properties. Get ready to take some notes, this is that good. Your Host: , president of Our Guest: Rhett Gagon Rhett Gagon holds a Bachelor of Arts degree from Brigham Young University. Much of Rhett’s professional career has involved working personally with high net-worth individuals; training and speaking at conferences on a local, regional and national level. Rhett’s expertise in Cost Segregation began in 2010 when he first joined Cost Segregation Authority. Rhett continues to speak on national and local levels helping the accounting world to better understand the value of cost segregation both to the investor and accounting firms alike. He has worked on thousand of Cost Segregation projects saving clients nationwide hundreds of millions of tax dollars & has helped build Cost Segregation Authority to become a real leader in the industry and what it is today. When not at work his love and passion is spending time with his wife & children if this can happen outside, he is happiest – whether snow skiing in the wintertime, or on the water when it gets hot, even chasing & wrestling his 4 kids at home make him happiest. Company Summary Cost Segregation Authority was first established in 2006 at the infancy of modern cost segregation services. It was founded in large part by a father and son team who had spent their career in the construction industry and became passionate about the tax-saving strategies associated with real estate investments. This family culture has stayed with us for over a decade and we endeavor to keep it this way for generations. You will find most cost segregation firms are full-time CPA firms or offer a dozen other services to maintain their margins. At Cost Segregation Authority our focus is exactly as our name implies. Hence, if you are a CPA or other tax advisor, you don’t have to worry about losing any tax return or other consulting revenue when introducing us to your clients. Our goal is to make you look good by performing the most accurate and tax-saving study possible. We are the good news in your practice and your partnership is paramount to our success. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. This is a must have addition to every accountant’s library to provide the value clients look for today: – e-book For those listening that would like a complimentary analysis for themselves, or their clients they can request one on our website: Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/17991053

Achieve Your Goals: Train Your Brain for Peak Performance w/ Robb Zbierski 05/14/2025

Achieve Your Goals: Train Your Brain for Peak Performance w/ Robb Zbierski In this episode of “Building the Premier Accounting Firm,” host Roger Knecht and Robb Zbierski, professional speaker and coach with Freedom Personal Development, explore the critical role of mindset and mental health in achieving business success. They discuss practical strategies for rewiring your brain for optimism and resilience, offering actionable insights to overcome limiting beliefs. Key Takeaways: Recognize the value of having a “head coach” to gain perspective and challenge limiting beliefs. Implement daily, weekly, and quarterly routines to reinforce positive thinking and personal growth. Clarify your goals and create visual reminders to focus your subconscious mind on achieving them. Rewire your brain by replacing negative self-talk with positive affirmations and visualizations. Embrace the concept of turning stumbling blocks into stepping stones by focusing on core values. Featured Quotes: Robb Zbierski: “Our brains are hardwired to focus on negativity, urgency and complexity, complacency. And that tends to show up in self talk.” Zbierski: “You can always get into the rut on your own, but you need help to get in the groove.” Roger Knecht: “Live life with curiosity and gratitude. That’d be a great place to start.” Behind the Story: Rob Zerbinsky shares his journey from the bicycle industry to becoming a mindset expert, detailing how he learned to master his own mind and help others do the same. The conversation reveals the surprising power of perspective, goal clarity, and consistent mental conditioning to overcome the self-sabotaging tendencies of the human brain. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm. For more information on how you can shift your mindset to run your business more effectively, call 435-344-2060 or connect with Roger’s team here: . Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get access to the blueprint: https://wfm90606.infusionsoft.app/app/orderForms/Train-Your-Brain-For-Success-Blueprint-Foundational-Package Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/36557545

Rewind : Are you Wired for Success w/ Erin Moger 05/10/2025

Rewind : Are you Wired for Success w/ Erin Moger Join us as we revisit this conversation from 2021! Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business. Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start small enough to experience success – baby steps 😊 Erin has worked with accounting professional over the years to know what it takes emotionally and practically to help business owners make profit a priority. Learn about the 5 plates approach to money management and how it can help business owners get paid what they are worth. Your Host: , president of Our Guest: Erin Moger Erin Moger has been a Profit First Professionals Guide since 2015, shortly after Profit First Professionals launched in Mike Michalowicz’s basement. Erin grew up as a child of an entrepreneur and has experienced entrepreneurship in a different light because of it. She earned her degree in accounting because she saw this field as the way to help small business owners succeed. Profit First Professionals is an exclusive community of accountants, bookkeepers and business coaches who are certified in the Profit First methodology to help their clients build highly profitable businesses. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. You can also learn more about Profit First going HERE: Offers: Get a FREE copy of each of these books all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are the must have additions to every accountant’s library to provide the value clients look for today: – the how-to-guide e-book for accounting professionals – e-book – e-book – e-book See what you can do to also become a and join the community committed to eradicating entrepreneurial poverty Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/17961533

5 Key Words to Find Accounting Success w/ Becky Kemp 05/07/2025

5 Key Words to Find Accounting Success w/ Becky Kemp In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes motivational speaker and business coach Becky Kemp to explore the power of words in both personal and professional success. Discover actionable insights and the importance of intentional communication for entrepreneurs seeking to improve their businesses and lives. 🚀 Key Takeaways: Acknowledge the need for change and personal dreams to spark creation and innovation. 🌟 Ask better questions to overcome obstacles and find unique paths to business success. ❓ Practice abundant thinking and gratitude to maintain motivation and drive action. 🧠 Invest in personal and professional growth through mentorship, conferences, and self-reflection. 📚 Be intentional with self-talk and daily choices to cultivate a positive mindset. 💬 Featured Quotes: “Change your words and you can change your story.” – Becky Kemp 🗣️ “Thoughts become things.” – Roger Knecht 💡 “Anything of value takes work.” – Becky Kemp’s Husband 👨‍👩‍👧‍👦 Behind the Story: Becky Kemp’s journey began with a personal quest to overcome depression and anxiety. This led her to explore the profound impact of words, ultimately inspiring her to launch a T-shirt business with positive affirmations, become a certified life coach, and write “The Word Effect.” Her insights blend personal experience with practical advice, emphasizing the importance of self-awareness and intentional action in achieving success. 🔑 Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free Gift: The One Word Way eBook Unlock the power of intentional language with The One Word Way! Discover three simple words you can leverage today to break free from feeling stuck and start moving forward with clarity and confidence. Download your free copy now at www.becomingwithbecky.com and begin creating momentum—one word at a time! Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/36366420

This Week on BPAF : Becky Kemp 05/05/2025

Rewind : Becoming a Business Coach 05/03/2025

Tech Stack Secrets to Build a Profitable Accounting Firm w/ Randy Johnston 04/30/2025

Tech Stack Secrets to Build a Profitable Accounting Firm w/ Randy Johnston In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Randy Johnston, a leading figure in accounting technology, about tech stacks, AI, and the future of the accounting industry. Johnston shares his expertise on choosing the right technology, integrating AI seamlessly, and leveraging tools for optimal efficiency and client satisfaction. This episode provides actionable advice for accounting professionals looking to enhance their firms with cutting-edge technology and strategic service offerings. Key Takeaways: 💡 Define Your Service Offerings: Determine the specific services your firm will provide (e.g., bookkeeping, tax planning, advisory) to guide your tech stack choices. 🤖 Embrace Integrated AI: Look for platforms that incorporate AI seamlessly to enhance existing workflows and improve accuracy, rather than relying solely on prompt engineering. ⚙️ Optimize Your Tech Stack: Choose a minimal set of tools that effectively address your firm’s needs, focusing on deep expertise and full utilization rather than accumulating numerous underused applications. 💰 Invest Strategically in Technology: Allocate 3-7% of your top-line revenue to technology to leverage its potential for increased profitability and efficiency. 🤝 Prioritize Client Experience: Select client-facing tools that are easy to use and require minimal extra effort from clients, aiming for a seamless and positive interaction. Featured Quotes: “You really need to decide what you’re going to deliver to your clients… What do you want the practice to be first? And that will determine the platform that you should choose.” - Randy Johnston “Be quite cognizant of your offering. Choose the minimum number of tools to get the job done well, but do spend on technology… because it turns out that technology can be a lever for you.” - Randy “Accountants change these types of platforms as often as they change physicians and major world religions. And unless you’re gonna change one of those anytime soon, you may not need to change your platform just to stay up with the times.” - Randy Behind the Story: Randy Johnston’s journey in accounting technology began in the 1970s, witnessing the evolution from paper-based systems to cloud-based solutions and now, AI-driven platforms. His experiences as a designer for major accounting software companies and his deep understanding of the profession’s needs have positioned him as a leading voice in technology adoption and strategic planning for accounting firms. In this episode, he draws on this extensive background to offer practical, forward-thinking advice. Conclusion: Thank you for joining us on another insightful episode of Building the Premier Accounting Firm with Roger Knecht. To implement some of the leading strategies that Randy shared in this episode, connect with Universal Accounting Center’s team at 435-344-2060. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get access to One free CPE Course - Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/36324405

This Week on BPAF : Randy Johnston 04/28/2025

Rewind : Relationship Selling With Confidence w/ Clay Neves 04/26/2025

Rewind : Relationship Selling With Confidence w/ Clay Neves Join us as we revisit this conversation from 2021! Selling accounting services can be a challenge, in fact frustrating, but it doesn’t need to be that way. Listen in as Clay and Roger discuss some essential elements of the process that can make it easier and more effective for you as you work to bring on new clients. There are some key parts of the meeting with a potential client that you don’t want to miss. Also take advantage of some free resources Clay shares that are available to our listeners that you don’t want to miss. It’s time to confidently market and sell your services to get the clients you deserve. Your Host: , president of Our Guest: Clay Neves Clay Neves is a 12-year veteran with Universal Accounting Center and is currently Vice President of Student Enrollment. He has also worked with students throughout the United States and Canada to grow their practices. As a VP at Universal Accounting, He oversaw the growth of Universal’s seminar channel nearly ten-fold and is now managing the current growth of our enrollment call center. He has applied the principles from “in the BLACK” and “Red to BLACK” to manage his departments to meet or exceed sales and profit forecasts year after year. He assisted in the development of our Universal Practice Builder program and creator of his online Sales Academy: Personal Sales Dynamics: Mastering the Fine Art of Relationship Selling, both included now within our Profit & Growth Expert Certification Program. As a former Chamber of Commerce President, he knows how to help small businesses. With over 35 years of sales ma Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. This is a must have addition to every accountant’s library to provide the value clients look for today: – e-book Text BUILD to 57838 to request my daily Golden Sales Nugget. A 120-character text message that you’ll receive daily that gives you something you can focus on to improve your effectiveness in BUILDing your clientele. Clay has also offered to email you the P's & Q's questioning sequence we discussed today. Just email him directly at . Remember this, . Listen to our next episode and be sure to . For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777 /episode/index/show/premieraccountingfirmuac/id/17790443

Tax Planning: Maximize Client Value, Expand Services w/ Kirstin Reeder 04/23/2025

Tax Planning: Maximize Client Value, Expand Services w/ Kirstin Reeder In this episode of Building the Premier Accounting Firm, Kirstin Reeder, founder and CEO of Purple Sapphire Business Solutions, shares her journey from stay-at-home mom to EA, offering specialized bookkeeping and tax services. Discover how she balances family and business, sets boundaries, and leverages networking to grow her firm. Key Takeaways: 🤝 Leverage networking and referrals for client acquisition in bookkeeping and tax services. ⏰ Set clear boundaries and manage scope creep to maintain work-life balance. 💡 Offer tiered tax planning services to cater to different client needs. 🛠️ Utilize automation tools like TaxDome to streamline workflows and improve client communication. Featured Quotes: “I love my job. If I could, I would be probably doing, you know, working 50 to 60 hours a week.” - Kirstin “My life completely changed when I started my business because I was able to surround myself with people who get it.” - Kirstin “There’s a little bit more control over your tax situation when you own a business or have real estate investments or things like that.” - Roger Behind the Story: Kirstin Reeder’s journey into accounting began with a high school class and took a detour through motherhood and homeschooling. Later in life, she found her way back to her passion, becoming an Enrolled Agent and specializing in bookkeeping and tax services for the travel and tourism industry. Her story illustrates the flexibility and opportunities available in the accounting profession, as well as the importance of community and setting boundaries. Conclusion: Thank you for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can follow in Kirstin Reeder’s footsteps and start a thriving accounting firm of your very own, connect with Universal Accounting Center’s team at 435-344-2060. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: The Tax Pros BFF is in beta mode right now, and we are looking for testers. If you would like to get on our interest list, to either be a beta tester or to receive information about the launch, visit www.taxprosbff.com Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/36256625

This Week on BPAF : Kirsten Reeder 04/21/2025

Building the Premier Accounting Firm

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