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.

Rewind : Earn That Trusted Spot Online As The Accounting Solution w/ Chris Siebeneck 09/13/2025

AI-Proof Your Accounting Career: Skills for the Future w/ Chris Miller 09/10/2025

AI-Proof Your Accounting Career: Skills for the Future w/ Chris Miller In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Chris Miller, VP at NetGain Solutions, about the evolution and future of accounting software, focusing on AI’s impact and how accounting professionals can adapt to stay relevant and profitable. Learn actionable strategies for embracing new technologies and leveraging AI to enhance your firm’s services by listening to this episode. In This Episode: 00:00 Introduction to Chris Miller and AI 04:15 Evolution of Accounting Software and AI 11:13 AI, Wisdom, and the Accountant’s Role 15:05 Overcoming Reluctance to Adopt AI 22:51 Practical AI Use Cases in Accounting 33:30 NetGain Solutions for Accounting Firms 39:08 Embracing AI and Future Opportunities Key Takeaways: Understand the evolution of accounting software from manual ledgers to cloud-based systems and AI-driven automation. Identify practical use cases for AI in accounting, such as pattern recognition for data analysis and variance analysis. Overcome reluctance to adopt new technology by viewing AI as a tool to augment, not replace, human expertise. Recognize the importance of developing wisdom and critical thinking skills to guide AI-driven processes. Explore how NetGain Solutions helps accounting professionals integrate AI to streamline workflows and improve client services. Featured Quotes: Chris Miller “The skill of the future is going to be: How do I organize my digital assistants, my digital army of AI, to orchestrate what is happening inside of the system to do the journal entries that we do.” Chris Miller “What I need to do is treat AI as the most eager, smart, willing to help junior accountant I’ve ever had on my staff. But they’re also over eager.” Roger Knecht “We’re not so much going to be involved with the actual recording of the entries. We’re going to be involved in the workflows as to how those get recorded.” 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: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: You can learn more about how Netgain helps businesses of all shapes and sizes become more confident, agile, and capable of rapidly coming to clear financial decisions fueled by accurate, precise financial insights at 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/38122395

This Week on BPAF : Chris Miller 09/08/2025

Rewind : From Accountant & CPA to Entrepreneur w/ Fred Hunzeker 09/06/2025

Rewind : From Accountant & CPA to Entrepreneur w/ Fred Hunzeker Join us as we revisit this conversation from 2021! After a career in accounting, as a controller and CFO, the time came to work with and help small business. It began simply helping friends and family with their taxes, but the time came to make the leap and do this seriously, treating the hobby and favor as a business. Even when offering quality services there are challenges. Listen as Fred shares insights and suggestions to progress in your business to achieve your goals. Fred’s real-world advice, his candor is appreciated as we each work with our clients to help them succeed. It is okay to learn as you go when building your business. Do not get caught up thinking you can’t succeed and move forward with an abundance mindset. Care about the people, your clients, and the business will come. Roger and Fred speak openly about client relations and what we each hope to do with them as their trusted advisors. What is it we can do to help clients understand they are more than a number to us? Basically we need to be genuinely interested in their company and their wellbeing, Let us consider ways to be more down to earth with our clients. Your Host: , president of Our Guest: , CPA Fred Hunzeker received his BS in Accounting and his MBA both from The University of Utah. He passed the CPA exams in 2013. Fred has 23 years of accounting experience with 16 years in industry accounting and 4 years in public accounting. For the past 3 years he has been growing his private accounting. Fred has had experience in Controller and CFO rolls as well as consulting. He lives in Grantsville Utah with his wife and six children. Company Bio: Fred has been doing taxes for over twelve years. In the past three years he has been in private practice full-time. He provides personal and business tax services, as well as bookkeeping, consulting, cash flow management, budgeting and profitability services. He also educates his clients how to obtain the right kind of financing to meet their growth needs. His goal is to make a difference for each of my clients by helping them to understand their tax situation or by helping them to understand their numbers while growing their business. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must have addition to every accountant’s library to provide to have the premier accounting business today: – the how-to-guide e-book for accounting professionals Consider offering . As a trusted Strategic Advisor accounting professionals have the opportunity to offer comparative financial reports that go beyond traditional trend analysis using the clients’ data. With you can also compare the client financials using their NAICS code to show industry and competitor analysis and rankings. See what you can do to use this amazing tool in your business to get more clients, offer an additional service to get paid more as well as retain them longer thus increasing their Lifetime Value to you. Learn about with for your clients 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/19577996

Secrets for Small Businesses and Accountants: A Live Chat with Rick Haskell 09/03/2025

Secrets for Small Businesses and Accountants: A Live Chat with Rick Haskell In this episode of Building the Premier Accounting Firm, Roger Knecht sits down for a live discussion with Rick Haskell about his journey as an entrepreneur, academic, and finance expert. They explore the mindset needed for success in business and valuable lessons for accounting professionals. Rick shares insights from his experience with Goldman Sachs 10,000 Small Businesses program and offers advice for small business owners. Key Takeaways: Understand the crucial role of financial literacy for business owners. Recognize the importance of management training programs in developing leadership skills. Identify key characteristics of successful entrepreneurs, including passion and vision. Learn how to make a successful exit from a business and plan for what’s next. Embrace technology and innovation to elevate the accounting profession from bean counters to consultants. Featured Quotes: “I don’t want them to become the accountant for their business…I want them to go out and make rain.” - Rick Haskell “Those that understand their numbers…and those who are controlled by other people who understand their numbers.” - Rick Haskell “No success can compensate for failure in the home.” - Roger Knecht Behind the Story: Rick Haskell’s career path is anything but ordinary. From his early days in a film studio to leading financial wellness initiatives and ultimately becoming a business school dean, his diverse experiences provide invaluable insights into leadership, entrepreneurship, and the importance of lifelong learning. This episode explores the lessons he’s learned along the way, offering actionable advice for anyone looking to build a successful and fulfilling career. 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: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: 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/38030880

This Week on BPAF : Rick Haskell 09/01/2025

Rewind : Niching? How about Cannabis, CBD & Hemp? w/ Andrew Hunzicker 08/30/2025

Rewind : Niching? How about Cannabis, CBD & Hemp? w/ Andrew Hunzicker Join us as we revisit this conversation from 2021! After a successful career as a CPA, controller and an exit from a business it was time for Andrew to move and start something new. This was the time to become an entrepreneur. It was a challenge being enrolled in the “school of hard knocks” but worth it. With that said Andrew shares the best advice he ever got and how it changed his accounting business. Today he is a force to be reckoned with in his industry of choice as the accounting professional. Learn how these principles apply to you as you run your business and why you may want to also consider this new and growing industry in cannabis, CBD, hemp and marijuana. Are you ready for an adventure? Your Host: , president of Our Guest: Andrew Hunzicker Andrew has over 30 years of experience in Accounting, Tax, as CFO and Founder of many multi million dollar businesses, as well as the Big 4. He is a seasoned professional within the industry for more than 5 years, and his goal is to help accounting professionals achieve balance in their daily lives, build thriving businesses, and cultivate the next generation of experts in this thriving industry. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Schedule a time to speak with Andrew. Mention this podcast and he’ll offer you an hour more of his time to help you get started on the right foot. Be sure to also follow him on Instagram: @dopecfo1 Be sure to also 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 you 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/19484528

Stop Giving Free Advice! Get Paid as an Advisor w/ Amanda Watts 08/27/2025

Stop Giving Free Advice! Get Paid as an Advisor w/ Amanda Watts In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Amanda Watts, a business advisory strategist, about transitioning accounting practices into advisory roles. They explore the challenges, pricing strategies, and the unique value accountants bring to business advisory. Key Takeaways: 💡 Define Advisory: Understand advisory as guiding clients to their own solutions through insightful questions, not just providing answers. 🔑 Address Fears: Acknowledge and overcome the fears holding you back from offering advisory services. 💰 Price on Transformation: Shift from pricing based on time to pricing based on the value and transformation you provide to clients. 🛠️ Productize Services: Create systems and standardized processes to streamline advisory services and involve your team. 🚀 Embrace the Advisor Role: Recognize the unique position accountants have to offer comprehensive business advice, combining financial expertise with strategic guidance. Featured Quotes: Amanda Watts “The best advice is not advice. It’s asking questions and helping your clients uncover their own solutions with your guidance.” Amanda Watts “We price on transformation. We don’t price on the amount of time you spend.” Behind the Story: Amanda Watts’ journey began with witnessing her father’s burnout and financial struggles as an accountant, due to lack of marketing knowledge and proper pricing strategies. This personal experience fueled her mission to transform the accounting profession, empowering practices to thrive and avoid the pitfalls her father faced. She advocates for advisory services as a means for accountants to provide greater value and achieve financial success. 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: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Check out the Business Advisor Podcast and download the Business Advisor Playbook for free at or 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/37938875

This Week on BPAF : Amanda Watts 08/25/2025

Rewind : A Healthy Relationship With Money w/ Greg Kesten 08/23/2025

Rewind : A Healthy Relationship With Money w/ Greg Kesten Join us as we revisit this conversation from 2021! When offering accounting services do we understand the opportunity we have to become a member of their board of experts? What does that mean and who does it include? How do the accounting principles we use in business also apply at home and vice versa? Helping clients realize they can always manage their money better, personally and professionally. There is a part we can play as accounting professionals that is more than compliancy and financial reports. Listen in as Roger and Greg consider what more we can do to help our clients. Your Host: , president of Our Guest: With 40 years of experience in financial coaching, planning, and counseling, Greg has helped individuals and couples understand what financial freedom is and how to attain it. His formal education includes a B.A. in Communications from BYU and an M. Ed. in Guidance and Counseling from South Dakota State University. Greg has taught as an adjunct faculty member at the University of Phoenix, and Salt Lake Community College. He taught finance, business communication, and psychology courses. He also taught Leadership Development Skills for seventeen years to Air Force Reserve personnel. This included workshops on Financial Communication and Financial Planning. He is the author of the book, “Financial Freedom - Finding What Works for You.” Greg has been featured in numerous interviews on radio and TV throughout the country. In addition to his Financial Coaching Practice, he is a certified coach in Steven Covey’s “Seven Habits of Highly Effective People.” Greg incorporates Covey’s core principles in helping clients establish healthy money habits. Greg’s combination of formal education, life experience and financial expertise, allows him to serve his clients with objectivity and reality-based strategies. Greg lives in Salt Lake City with his wife and family. He enjoys being an active member of his community. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Complimentary Financial Coaching Session: to schedule your time to speak with Greg Doing so you’ll also get a copy of “Financial Freedom - Finding What Works for You.” The benchmarking software for accounting professional to better advise and coach their clients based on specific actionable items. Find out how you can leverage to get paid what you’re worth and bring on new clients. 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/19266641

Ditch Overload: A CEO’s Guide to Accountability & Sanity w/ Robert Hunt 08/20/2025

Ditch Overload: A CEO’s Guide to Accountability & Sanity w/ Robert Hunt In this episode of “Building the Premier Accounting Firm,” Roger Knecht interviews executive coach and author Robert Hunt about accountability, intentional living, and the traits of successful CEOs. Hunt shares personal stories and actionable advice to help accounting professionals and business owners improve their businesses and personal lives. Key Takeaways: Model accountability to foster a culture where employees take ownership. Distinguish between responsibility (fixing problems) and accountability (proactive creation). Acknowledge reality, embrace challenges, find solutions, and make them happen. Create margin in your life to avoid overload in time, finances, health, and emotions. Be intentional about living the life you want, aligning actions with values and goals. Featured Quotes: Robert Hunt: “The simplest definition of accountability is you own it.” Robert Hunt: “There is no such thing as work-life balance… Let’s work on being one person everywhere.” Robert Hunt: “Don’t be lazy… If you know you’re supposed to be doing something and you’re not doing it, you’re lazy.” Behind the Story: Robert Hunt candidly shares his journey from financial distress to debt-free living by selling his house and embracing a new mindset. This personal transformation underscores the importance of accountability and intentionality, which he now imparts to CEOs and business owners. His experiences highlight the power of owning one’s situation and proactively creating a better future. 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: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get your copy of Nobody Cares at www.NobodyCaresBook.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 (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/37884725

Rewind : Doing More With & For Your Clients w/ Laura Elkaslassy 08/16/2025

Rewind : Doing More With & For Your Clients w/ Laura Elkaslassy Join us as we revisit this conversation from 2021! Perhaps you’ve heard the business mantra: “under promise and over deliver”. Maybe you’ve heard again and again how the accounting profession needs to evolve to offer more advisor or coaching services which would compliment the compliance work we perform. But “what” and “how” may be the questions that remain. Listen as Laura and Roger consider the next steps accounting professionals can take to engage with the clients more, to increase the revenue per client while providing great value. This is a discussion about the Lifetime Value of a client as well as improved client relations. There is a turnkey process to in your accounting business. Your Host: , president of Our Guest: Laura Elkaslassy is a certified Profit First Professional. Laura’s passion is enabling business owners to build sustainable businesses through learning how to generate profit, structuring systems for financial success, and earning the income they deserve. She first started using the term ‘Profit Pioneer’ in early 2016 as a way to eloquently define the broad spectrum of services that she provided to her clients. She was previously assessed for her personal leadership archetype and the result: Pioneer Seeker. Which in summary has attributes of trying things first, looking outside of the norm, fiercely adventurous, and sees gifts and strengths in others. All of this is true of her nature when it comes to business and accounting. Exploring and implementing Profit First not only in her own businesses, but for her clients, she has seen tremendous growth, improved management, and inspirational innovation. It is because of this that Laura wanted to see the Profit First movement expand into Australia. As a result, today Laura is the CEO of Profit First Professionals Australia leading the membership of PFPs to bring greater success to their clients and to nurture the PFP community down under. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take a moment and receive your Get a FREE copy of each of two books all accounting professionals should use to offer trusted strategic coaching services and get paid what they are worth. These 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 Become a , prior to helping clients apply the principles from Profit First it’s important to put them in a positive cash flow, thus we need to help our clients and their Profit & Growth Expert. This all begins with the Universal Business model. Learn more what you can do to become a Profit & Growth Expert. 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/19236839

Defined Benefit Plans: Untapped Tax Savings for Firms w/ David Podell 08/13/2025

Defined Benefit Plans: Untapped Tax Savings for Firms w/ David Podell In this episode of Building the Premier Accounting Firm, Roger Knecht interviews David Podell about defined benefit plans and tax strategies for business owners. They explore how accounting professionals can better advise clients on tax planning beyo†nd basic preparation, focusing on strategies to maximize tax benefits through retirement plans. In This Episode: 00:00 Welcome to Building the Premier Accounting Firm 00:54 Introducing David Pudel 02:05 The Journey into Tax Strategies 04:02 Tax Preparation vs. Tax Planning 05:42 Strategies for Business Owners 07:05 Maximizing Deductions with Defined Benefit Plans 09:06 The Accountant’s Role in Tax Planning 11:10 Balancing Profitability and Tax Mitigation 12:37 Effective Personal Tax Strategies for Business Owners 15:40 Compensation Strategies Beyond W2 17:23 Understanding Defined Benefit Plans 20:20 Flexibility in Funding Defined Benefit Plans 23:01 Employee Benefits and Vesting 26:05 Identifying Candidates for Defined Benefit Plans 30:14 Understanding Tax Mitigation Strategies 32:36 401(k) vs. Defined Benefit Plans 34:18 Key Differences with Key Man Insurance 36:41 Income Qualifications for Pension Plans 39:12 Identifying Suitable Clients for Tax Strategies 41:25 The Role of Accountants in Tax Planning Key Takeaways: 🔎 Identify clients who can allocate $100,000 or more annually for tax-advantaged retirement plans. 🤝 Collaborate with financial experts like David Pudel to offer advanced tax planning strategies, such as defined benefit plans. 💰 Understand how defined benefit plans can increase a business’s valuation by adding back significant owner contributions. 📅 Implement tax planning strategies proactively throughout the year, not just during tax season, to optimize client benefits. 💡 Recognize that defined benefit plans work best with companies having fewer than 50 employees. Featured Quotes: David Podell: “This solution is one of the oldest and best ways to add value to a client…clients are consistently coming to you and saying, help me, help me.” Roger Knecht: “Accounting success is universal.” David Podell: “We want the accountant to benefit financially and yes, they can…they are fully involved in these plans.” Behind the Story: David Podell shares his journey into tax strategy, sparked by a client’s need for a defined benefit plan and the realization that this approach can provide substantial tax deductions. He emphasizes the importance of accountants evolving from preparers to proactive advisors who help clients minimize tax liabilities and maximize wealth. The discussion highlights the collaborative opportunities for accounting professionals to partner with experts, offering advanced strategies like defined benefit plans that significantly benefit business owners. Top 3 Highlights: Defined Benefit Plans: Offer higher contribution limits than 401(k)s, significantly reducing taxable income. Accountant’s Role: Facilitate collaboration between clients and financial experts for optimal tax planning and benefits. Ideal Clients: Small business owners with over $250,000 in profits and the ability to invest $100,000+ annually. 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: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Book a call with Business Benefits Consultants and learn how you can save your clients money and reduce their tax liability 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/37786640

Rewind : Leveraging Testimonials To Get More Clients! w/ 'TC' Teresa Clark 08/09/2025

Rewind : Leveraging Testimonials To Get More Clients! w/ 'TC' Teresa Clark Join us as we revisit this conversation from 2021! It’s not just what our clients say that matters, it’s so much more than kind words. In addition to the ego boost from our clients’ testimonials are the social proof that is needed to grow the business. Consider the connection that is peer to peer when potential clients hear what other business owners are saying. ‘TC’ and Roger have a great conversation about the power of testimonials and how to get them. ‘TC’ demonstrates the ease to get the feedback and promotional materials we all need to hear and use to grow our business. Ready, Set, Go – this is an episode you don’t want to miss 😊 Your Host: , president of Guest Name: ‘TC’ is the Co-Founder and CEO of OnFire Ignites. ‘TC’ can stand for ‘Totally Crazy.’ Her business ideas are as unique and unconventional as she is. She has interviewed over 1000 business owners to get testimonials for companies. Using what she learned, she designed the Secret of Using Your Clients' Words methodology. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of each of two books all accounting professionals should use to offer trusted strategic coaching services and get paid what they are worth. These 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 Speak with TC and learn more about leveraging testimonials to grow your business with “My Clients Say System” – 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/18158801

5 Common Bookkeeping Errors (and How to Fix Them) w/ Leeroy Beeby 08/06/2025

5 Common Bookkeeping Errors (and How to Fix Them) w/ Leeroy Beeby In this episode of “Building the Premier Accounting Firm,” host Roger Knecht interviews Leeroy Beeby, co-founder of Level, about his journey from accounting professional to tech entrepreneur. They explore the importance of niching down, leveraging technology, and prioritizing client relationships in building a Key Takeaways: Niche Down: Specialize in a specific industry to offer tailored services and gain a competitive edge. 🎯 Embrace Technology: Adopt software and AI tools to streamline processes, improve efficiency, and standardize operations. ⚙️ Prioritize Quality Assurance: Implement robust quality assurance measures to minimize errors and maintain service excellence. ✅ Build Strong Partnerships: Cultivate symbiotic relationships with complementary businesses to expand reach and referral networks.🤝 Focus on Client Retention: Price services effectively, monitor client growth, and proactively address changing needs to maximize client retention. 📈 Featured Quotes: Leeroy Beeby “If I picture my life when I’m 60 and I look back at it…would I have regretted that decision?” Leeroy Beeby “Hiring slow is very important. Testing for the skills that you’re hiring for is incredibly important too.” Behind the Story: Leroy Beebe’s entrepreneurial journey began with witnessing his parents’ financial struggles as small business owners. This inspired him to pursue accounting, leading him to KPMG, Bermuda, and eventually Canada. His experience scaling a construction-specific accounting firm revealed a critical need for better quality assurance, which ultimately led to the creation of Level, an error detection software designed to streamline bookkeeping processes and empower accounting professionals. 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: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: LEVEL: For a limited time, Start a free trial @ Error Detection Software, Bookkeeping Copilot is dedicated to simplifying your bookkeeping process by providing automated assistance and insightful guidance on a daily basis. Our goal is to empower your bookkeeping, enhancing accuracy, and ensuring compliance, all while reducing the time spent on repetitive tasks. 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. 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/37629825

This Week on BPAF : Leeroy Beeby 08/04/2025

Rewind : The Journey Into The Unknown as an Accounting Professional w/ Ken Boyd 08/02/2025

Rewind : The Journey Into The Unknown as an Accounting Professional w/ Ken Boyd Join us as we revisit this conversation from 2021! Everyone begins and later ends their journey as an accounting professional in a unique way. Even though many try to be intentional there can be surprises. Imagine going from accountant to professor and then author. In fact, consider what you’d say when asked to write Accounting For Dummies. What would you say? what would you do? Listen as Ken and Roger discuss this exciting career path along with insights related to pricing, offering quality services, engaging more with our clients. At the end of the day, it is all about helping the client make more informed business decisions. Have you considered niching your services, then this is an episode for you. Don’t worry about being everything to everyone. Your Host: , president of Our Guest: Ken Boyd is a four-time Dummies author, blogger, and provides video content (). Ken is the author of Cost Accounting for Dummies, Accounting All-In-One for Dummies, The CPA Exam for Dummies, and 1,001 Accounting Questions for Dummies. As a former CPA, Auditor, Tax Preparer and College Professor, Boyd brings a wealth of business experience to educating an audience. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Ken has invited our audience to join Conference Room, a free community where he provides content on accounting and personal finance: If you click on "Explore" and then find "Events" in the left column, you can sign up for the next Ask Me Anything, where Ken answers member questions in a one-hour live chat. 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 book is a must have addition to every accountant’s library to provide the value clients look for today: – the how-to-guide e-book 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/19068425

How to Stop Bottlenecks at Your Accounting Firm w/ Jen Hamilton 07/30/2025

How to Stop Bottlenecks at Your Accounting Firm w/ Jen Hamilton In this episode of “Building the Premier Accounting Firm,” Jen Hamilton sits down with Roger Knecht to discuss how accounting professionals can boost efficiency and productivity through effective operational strategies. Jen shares insights on motivating employees, identifying bottlenecks, and developing emerging leaders to drive profitability in accounting firms. 💼 Key Takeaways: 💡 Motivate employees by understanding their individual goals and aligning them with company objectives. 🔎 Identify operational bottlenecks by analyzing decision-making frameworks and process handoffs. 🌱 Develop emerging leaders through intentional soft skills training and mentorship programs. 📊 Implement key performance indicators (KPIs) to measure and manage team productivity. 🔄 Integrate sales and production processes to improve client retention and overall satisfaction. Behind the Story: Jen Hamilton’s transition from a CPA to an operations consultant was driven by her passion for people and processes. She noticed a gap in leadership and management training within accounting firms, leading her to develop strategies that combine financial acumen with effective team leadership. Her insights are particularly valuable for accounting professionals looking to scale their firms while maintaining a personal touch. 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: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Sign up to attend Jen's free monthly CEO & COO roundtables to learn from other professional services firm owners and leaders and share practical ways they have used to overcome common challenges in running a firm. Sign up here: 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/37602680

This Week on BPAF : Jen Hamilton 07/28/2025

Rewind : Accounting Has & Is Evolving w/ Mark Lloydbottom 07/26/2025

The Middle Class Mindset: Is It Hurting Your Firm? w/ David Neagle 07/23/2025

The Middle Class Mindset: Is It Hurting Your Firm? w/ David Neagle In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews David Neagle, a mindset expert, on how accounting professionals can adopt a successful mindset to grow their businesses. Nagel shares his personal journey, emphasizing the importance of sales, delegation, and focusing on strengths to achieve financial freedom and build a thriving company. Key Takeaways: 🔄 Shift from a worker-class mindset to an entrepreneurial mindset by claiming your authority and promoting yourself. 🎯 Prioritize high-impact activities like sales and delegate tasks that don’t align with your strengths. 💖 Focus on what you love and excel at, creating a positive company culture and attracting top talent. 📈 Leverage your skills and charge based on the value you bring to clients, breaking free from limiting beliefs about income. 📊 Use key performance indicators (KPIs) to track financial progress, forecast future needs, and ensure timely bill payments. Behind the Story: David Neagle’s transformative experience after a water skiing accident led him to explore the power of mindset. Overcoming bankruptcy and a dead-end job, he discovered three key principles—love what you do, deliver quality, and treat people with respect—that catapulted him to success. This journey highlights the importance of self-belief and taking control of your financial destiny, particularly for entrepreneurs in the accounting sector. 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: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Yes, I would like to offer a free pdf download called You Were Born To Be A Success. Many don't realize they already have the tools they need to make their dreams a reality. This pdf will help your listeners to discover how to start transforming their life. Quantum Leap Blueprint If this conversation resonates with you and you’re ready to break free from the belief that more income means more hours, David has something for you. It’s called The Quantum Leap Blueprint, and it walks you through five essential mindset shifts that separate highly profitable entrepreneurs from the rest—helping you 12x your income without working 12x harder. If you’re ready to scale smarter, not harder, download your free copy now! 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/37436015

This Week on BPAF : David Neagle 07/21/2025

Rewind : Words Sell And Are Compelling w/ Chris Forsey 07/19/2025

Ahuva Gruen’s 4 P’s: Are You Missing This Profit Key? 07/17/2025

Ahuva Gruen’s 4 P’s: Are You Missing This Profit Key? In this episode of Building the Premier Accounting Firm, Ahuva Gruen, a seasoned fractional CFO, shares her journey from a young entrepreneur to a financial expert, offering insights on differentiating bookkeeping, accounting, and CFO services. She emphasizes the importance of strategic financial management for business growth and profitability. Key Takeaways: Differentiate between bookkeeping, accounting, and CFO services to provide tailored solutions. Optimize the “Four P’s” (People, Processes, Profits, Products) to identify and address pain points in a business. Implement key performance indicators (KPIs) such as net profit, gross profit, and cash flow to monitor financial health. Prioritize client communication and accountability for effective implementation of financial strategies. Delegate tasks effectively to focus on high-impact activities and maximize business growth. From selling candy as a child to becoming a fractional CFO, Ahuva Gruen’s journey is a testament to entrepreneurial spirit and financial acumen. Discover how she helps businesses unlock their full potential by addressing their financial struggles with strategic insights and a hands-on approach. Featured Quotes: Ahuva Gruen: “Accounting could also stand for accountability.” Ahuva Gruen: “Revenue is vanity, profit is sanity and cash flow is reality.” Ahuva Gruen: “Do what you do best and delegate the rest.” Behind the Story: Ahuva’s passion for business and finance started early, influenced by her mother’s beauty salon. Her experience in corporate finance, culminating in a CFO role, led her to realize that many businesses struggle with financial management despite excelling in their core services. This inspired her to start her own fractional CFO business, providing strategic financial guidance to help businesses grow and succeed. 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: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Learn the 10 biggest mistakes business owners make and what you can do to avoid them. Get the 10 Top Business Mistakes PDF now: 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/37387130

This Week on BPAF : Ahuva Gruen 07/14/2025

Rewind : Providing Quality Services w/ Gabrielle Fontaine 07/12/2025

Rewind : Providing Quality Services w/ Gabrielle Fontaine Join us as we revisit this conversation from 2021! For years Gabrielle has worked in accounting and perhaps has seen it all. Therefore, it is no surprise when the conversation turns to providing quality services ethically, but what does that mean? Take the time to listen in as Roger and Gabrielle discuss the role of the accountant and bookkeeper. Understand how confidence and competence play into the equation and determine your success. They also discuss how accounting is actually a people business. The relationships we build with business owners are both personal and professional. They need our help are want to ask “Therefore, what?” Perhaps the unexpected insight from this conversation is that accounting can and should be “FUN”. Enjoy the episode and be sure to subscribe to the Your Host: , president of Our Guest: Gabrielle Fontaine, PB, ASBC Gabrielle Fontaine is the founder and manager of Bookkeeping Direct, a bookkeeping firm that has been running 100% virtually since 2003. She is an Advanced Certified QuickBooks ProAdvisor and Accredited Small Business Consultant, as well as a sought-after speaker, author and consultant in the bookkeeping profession. Gabrielle is known for her results-focused online training programs and live webinars on topics such as workflow, pricing, marketing, cybersecurity, and business growth strategy. Her latest classes can be found on the Bookkeepers.com website. Gabrielle also works with accounting technology companies to spark win-win synergy and growth that benefits the entire bookkeeping ecosystem. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Become a . Then you need to understand how you can transition to offer coaching services as a . 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 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/18759248

5 Must-Have CFO Services for Accounting Clients w/ Lera Kooper 07/09/2025

5 Must-Have CFO Services for Accounting Clients w/ Lera Kooper Join Roger Knecht on “Building the Premier Accounting Firm” as he interviews Lera Kooper, owner of a CPA business advisory firm, about her journey of acquiring and growing accounting firms, and her strategies for offering high-value CFO and advisory services. Discover how Lera transitioned from a tax-driven model to a balanced approach, emphasizing monthly recurring revenue and strategic client relationships. Learn practical insights into firm valuation, service pricing, and team management for accounting professionals. Key Takeaways: Acquire Strategically: Focus on firms with high-growth potential and leverage technology to integrate them efficiently. Shift to Advisory: Transition from compliance-driven services to strategic advisory roles to increase client value. Price Effectively: Set competitive prices for CFO and advisory services, considering the complexity and client size. Build a Strong Team: Invest in team development and create opportunities for them to deliver high-quality advisory services. Plan for Exit: Build your business with the end in mind to maximize its value, regardless of your exit strategy. Featured Quotes: Lera Kooper: “The tax return should just be a box you have to check at the end of the year and not the reason you start a conversation with your cpa.” Lera Kooper: “Hard things are hard because they’re hard. So if you’re waiting around for things to get easier or a better time, it’s just not going to happen and you’re delaying progress.” Behind the Story: Lera’s path into accounting began with her father’s practical advice. After gaining experience in a CPA firm, she recognized the need for more client-focused advisory services. Partnering with a former employer, she embarked on a journey of acquiring firms, shifting their focus, and building a team capable of delivering high-value CFO services. Her story highlights the importance of strategic planning, client relationships, and team development in building a premier accounting firm. Top 3 Highlights: Strategic Acquisitions: Acquire firms for growth, focusing on client potential and tech integration. 🏢 Advisory Focus: Shift from tax preparation to CFO services, increasing recurring revenue and client lifetime value. 💡 Team Empowerment: Invest in team development to deliver high-quality advisory services. 🤝 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: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Schedule a time to speak with Lera 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/37353525

This Week on BPAF : Lera Kooper 07/07/2025

Rewind : Time is Fleeting, Work More Efficiently w/ Celso Pinto 07/05/2025

Rewind : Time is Fleeting, Work More Efficiently w/ Celso Pinto Join us as we revisit this conversation from 2021! Running an accounting business can be overwhelming. Managing time, identifying priorities, and defining workflows is important. Listen to Roger and Celso reflect on business and how we can work more purposefully when taking care of our clients. When we work with the intent to be profitable, we can become the premier accounting firm in our area. Simply said, things do not need to be as complicated as we tend to make them as we run our business. The time is now to explore ways to leverage technology to improve workflow. Your Host: , president of Our Guest: Founder & CEO at Pixie A Portuguese expat in London, Celso worked in senior management at a number of tech companies. Prior to Pixie, he founded GoSimpleTax which led him to learn about the challenges faced by small accountancy practices and their owners. Pixie was built to help small accounting & bookkeeping firms get organised. Their simple-to-use, practice management software allows firms to easily take control and manage their clients, tasks, emails, files and workflows in one app. The team at Pixie are on a mission to help small firm owners across the globe to save time, reduce overwhelm and enjoy the day-to-day running of their business. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Start a 30-day free trial of Pixie, no credit card required, and cancel anytime. Head to Get a FREE copy 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 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/19068347

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

Building the Premier Accounting Firm

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