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 : SEO for Accountants & More! w/ Kelly Gonsalves 05/02/2026

Rewind : SEO for Accountants & More! w/ Kelly Gonsalves Join us as we revisit this conversation from 2022! In this episode of Building the Premier Accounting Firm, you’ll learn what you need to do with your online presence to get people to find you and act, to call or book an appointment to meet with you. We all hear it, again and again, there are things we need to have a profitable and effective online presence: Search Engine Optimization (SEO) Writing Content Blogging But what does this all mean and what do we need to do to be relevant and found online. Roger and Kelly have an in-depth conversation that we all need to hear to leverage our online presence to get clients and grow the business. Ask yourself, are you being found online and are you happy with your online presence? What are the first things first that we all need to consider and prioritize? Get ready to take notes and listen in. Your Host: , president of Our Guest: Kelly Gonsalves Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get? Kelly Gonsalves - a true entrepreneur that is all in, all the time. She has started three companies, including a co-founding role in . Kelly is a force to be reckoned with. Her first endeavor began just five years ago when Kelly founded Totally Booked (TM). The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes. Most people would sit back and coast on their success - but Kelly isn't "most people". She's shown no signs of slowing down. In 2020, Kelly founded a new venture, . The major mission of totally seo is simple: to get accounting professionals and app partners more visibility from the audience they desire, so they can focus on creating the strong business they deserve. Where else has this passion for small business solutions taken her? Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch. In her downtime Kelly spends her weekends paddle boarding on the lake with her dog, Nina, cooking up a great meal, or taking on DIY projects at her new home. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: First, do you have a website? If not Next, let’s optimize your website. Reach out to Kelly and find out what you can do with her help to improve your online presence to get you the clients you deserve. There’s also a discount to take advantage of. Check it out: Then we need to see how this all applies to your entire business plan. There’s a for accounting professionals so make sure you’re following the tried and proven steps to building a successful business. Also, understand how you can best leverage your online presence using technology to now automate the marketing and sales process to grow a virtual accounting business. This is a webinar you don’t want to miss. Build your bookkeeping business today following the 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 . 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/21933869

Optimize Your Website for Accounting Leads w/ Wes Towers 04/29/2026

Optimize Your Website for Accounting Leads w/ Wes Towers Roger Knecht and Wes Towers discuss effective marketing strategies for accounting firms, focusing on local presence, niche marketing, and leveraging AI for content creation. Learn how to transform random marketing acts into deliberate growth engines and enhance your firm’s visibility and client acquisition. In This Episode: 00:00 Introduction to Marketing for Accountants 02:52 Leveraging Local Presence and Niching 06:47 Outcome-Focused Marketing Messaging 09:52 Google Business Profile and Reviews 14:11 Marketing Rhythm and Content Creation 19:51 AI in Marketing and Human Connection 26:25 Tracking Marketing Metrics and Funnels 31:16 Niche Marketing and Client Acquisition 37:41 Website Audit and User Experience 43:45 Recap and Final Thoughts on Marketing Key Takeaways: Define your unique marketing message to attract ideal clients, focusing on outcomes rather than services. Optimize your Google Business Profile with relevant information and regular updates to boost local visibility. Implement a consistent content publishing rhythm across platforms, repurposing one idea in multiple ways. Utilize AI as a thought-processing tool to guide content creation, not just to generate generic text. Track conversion rates at every step of your sales funnel to refine marketing efforts and attract the best clients. Story Preview Join Roger Knecht and Wes Towers as they explore how accounting firms can overcome marketing challenges to build premier businesses. Discover how strategic positioning, smart use of digital tools, and a focus on client relationships can turn your firm into the obvious choice in your market. Featured Quotes: “Go for the very best because the more you add to the site, curiously, the more diluted your message is.” - Wes Towers “It’s about speaking in language that is outcome-focused. And speaking to them, it’s about using words about you instead of, ‘We are this. We are that.’ No one really cares about you that much. They care about themselves.” - Wes Towers “If you can educate them and they feel like that feed of information you’re giving them is to their benefit, they’ll want to read it. They’ll want to pay attention to it.” - Roger Knecht Behind the Story: In this episode, Roger Knecht and Wes Towers unpack the nuances of marketing for accounting professionals. They discuss how many accountants traditionally shy away from marketing and sales, yet these are crucial for firm growth. Wes shares insights from his work at Uplift 360, emphasizing the importance of clear positioning, smarter websites, and AI-assisted content. The conversation highlights how firms can leverage their local presence and niche services to stand out in competitive markets, while also maintaining the human connection that drives true value. 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: Visit uplift360.com.au to book a strategy call. 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/41070215

AI & Cashflow: The Unseen Impact on Your Firm’s Future w/ Duane Deason 04/22/2026

AI & Cashflow: The Unseen Impact on Your Firm’s Future w/ Duane Deason Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Duane Deason, a seasoned CPA and cost management expert, discuss how accounting firms can provide invaluable cost management services to their clients. This episode explores strategies for optimizing business efficiency, increasing profitability, and leveraging financial data for sustained growth, moving beyond traditional accounting into an advisory role. In This Episode: 00:00 Introduction to Cost Management 02:54 Cost Management for Accountants 06:14 Rethinking Cost Management Strategies 09:29 Infrastructure, Process, and Culture 14:26 Cost Cutting and Growth Potential 18:22 AI in Cost Management 24:29 Offering Cost Management Services 33:47 Building a Premier Accounting Firm 36:10 Conclusion and Resources Key Takeaways: Prioritize operational efficiency and process improvements before considering headcount reductions to avoid a “death spiral.” Utilize existing financial expertise to offer cost management and advisory services, turning financial challenges into growth opportunities. Implement structured approaches to cost analysis, starting with spending patterns, then addressing organizational culture and infrastructure. Explore alternative billing models like a percentage of savings or hourly rates for cost management engagements, ensuring a strong return on investment for clients. Integrate AI strategically into business operations to enhance productivity and optimize cost structures, rather than blindly adopting new technologies. Story Preview Join Roger Knecht and Duane Deason as they share how a seemingly clumsy college decision led to a rewarding career in cost management, transforming struggling companies into profitable, nimble powerhouses. Discover how this expert helps businesses find hidden savings and foster a culture of efficiency, ensuring lasting success. Featured Quotes: “A leaner company, a more efficient company produces better results. So it’s I, you can’t, like an athlete, if you’re bloated and overweight and heavy, you can’t perform as well as when you’re lean and efficient.” — Duane Deason “Cutting costs should not mean the death spiral of the business… Rather, cutting costs should free up the funds needed to actually put towards what are those revenue-producing activities.” — Roger Knecht “If you can help a client improve their financial position, you have made a client for life.” — Duane Deason 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 copy of his book Operationally Svelte: Are you ready for a change, both personally and professionally? Then accept and participate in the . This is a FREE opportunity to apply best practices and make this the best year yet in your career. Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This conference is one you don’t want to miss. 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/40906000

This Week on BPAF : Duane Deason 04/20/2026

Rewind : Moving Away From Data Entry w/ Moshe Teitlebaum 04/18/2026

Rewind : Moving Away From Data Entry w/ Moshe Teitlebaum Join us as we revisit this conversation from 2022! Accounting & bookkeeping is made up of processes and systems, prime to be automated. But what and how is the million-dollar question. Well, this is a conversation with someone committed to using technology and Artificial Intelligence (AI) to do just that. This is a conversation with the founder of such a company. Listen in as Roger has Moshe share his story and give some insights into the process of leveraging technology to help the accounting profession. Automation and accuracy are our friends! It removes the pain points in the work we do to prepare the financial reports for our clients. Your Host: , president of Guest Name: Moshe Teitelbaum Moshe Teitelbaum is a serial entrepreneur; the voice of Israel called him ‘The Jewish Steve Jobs.’ He is obsessed with redesigning antiquated, broken systems. After selling his previous company that changed the world of telecom, he decided to take on the archaic world of bookkeeping and money management. Shtar interconnects accounting applications and bank platforms, upending the archaic and cumbersome world of business payments and invoices by eliminating manual processes. Tomorrow, SHTAR’s comprehensive network will use predictive software that will make human-driven accounting as we know it a relic of the past. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: the event helping accounting professionals have the premier accounting firm in their area. GrowCon is the yearly conference for the owner of an accounting business, accountrepreneurs, to help them focus on the 3 key areas of their business: Marketing & Sales – getting more clients Accounting – offering quality services Production – working efficiently and profitably Be sure to also consider attending PreCon and receive some R&R before the conference. We look forward to seeing you there. 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 . 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/21800045

How to Escape the Hourly Billing Trap w/ Jonathan Stark 04/15/2026

How to Escape the Hourly Billing Trap w/ Jonathan Stark In today’s episode of Building the Premier Accounting Firm, Roger Knecht and Jonathan Stark discuss the pitfalls of hourly billing and the significant benefits of shifting to value-based pricing for accounting firms. Learn how to transform your business model, increase profitability, and build stronger client relationships by focusing on client outcomes rather than billable hours. This episode offers practical strategies for making this critical transition and leveraging your expertise effectively. In This Episode: 00:00 Introduction to the Podcast 01:21 The Problem with Hourly Billing 03:31 Discovering Value-Based Fees 06:25 Fixed vs. Value-Based Pricing 09:11 Understanding Value-Based Pricing 12:25 The ‘Why Conversation’ in Pricing 16:16 Transitioning to Value Pricing 20:54 Project-Based Value Pricing 29:19 Upfront vs. Commission-Based Pricing 37:07 Delivering Outcomes, Not Deliverables 38:49 Mindset Shift for Accounting Professionals 43:36 Transitioning to Fixed Pricing 48:31 Client’s Perception of Value 53:46 Pricing Easy Work 55:19 Podcast Conclusion & Resources Key Takeaways: Identify how hourly billing negatively impacts firm profitability and motivation for efficiency. Understand the distinction between fixed pricing, deliverable-based pricing, and true value-based pricing. Implement a “why conversation” with clients to uncover the true value and urgency of their desired outcomes. Transition away from hourly billing by starting with project-based, value-priced offerings. Leverage client testimonials and past successes to inform future pricing and marketing strategies. Featured Quotes: “Hourly billing is causing all of these problems that we had been wrestling with.” - Jonathan Stark “If you’re not taking any risk, then you’re not going to get any reward. You’re not going to make any profits.” - Jonathan Stark “If things feel hard and tedious, find the easy things that deliver a lot of value and set your prices based on the value of those things.” - Roger Knecht Behind the Story: Jonathan Stark recounts his epiphany in 2005 when, as VP of a software firm, he discovered that hourly billing penalized efficiency and rewarded slowness. This realization prompted a personal quest for a better pricing model, leading him to discover value-based fees. His initial struggle to convince his boss highlighted the deeply ingrained nature of hourly billing, yet his eventual success led to doubling his income and significantly improving client relationships, experiences he now shares with other firm owners. 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: Are you ready for a change, both personally and professionally? Then accept and participate in the . This is a FREE opportunity to apply best practices and make this the best year yet in your career. Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This conference is one you don’t want to miss. 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/40864820

This Week on BPAF : Jonathan Stark 04/13/2026

Rewind : Selling Accounting Services 2.0 w/ Debra Angilletta 04/11/2026

Rewind : Selling Accounting Services 2.0 w/ Debra Angilletta Listen as two expert salespeople share their insights; the key elements needed to close the deal and get the clients you deserve. Debra and Roger offer actionable steps that any accounting professional can take to comfortably use to get the next new client. This is an energetic conversation that you are sure to enjoy and use to improve your sales processes. Get ready to take some good notes on topics ranging from: Identifying and using your Inside Voice – your inner voice Sales make the work go round, consider it first things first when it comes to your business. Sales are the things that makes money move, why? Because “nothing happens until you make a sale”! How to use ROI, Return to Investment when making an offer? Listen to Debra as she shares a role play example that you don’t want to miss. Does your offer make sense, for example would you buy from yourself and is the offer related to the desired outcome that the potential client stated? Are you ready to play the confidence game and extend the “no-brainer-offer” What are the 3 common objections and what are they really? Buying Signs! What can you do to creating trust or build rapport and why is it important? And so much more 😊 This is a fast-paced discussion that you may find yourself pausing or even rewinding to take good notes and apply in your business. In the end, anyone and everyone can be comfortable offering their services with confidence. Selling doesn’t need to be scary. So, sit back, listen in, and enjoy this conversation with Debra and Roger. Your Host: , president of Our Guest: Debra Angilletta Debra works with Accountants & Bookkeepers who want clients to see their value, charge more for their services, but are struggling with sales calls. "Sales Mastery" is her personal (and proven!) online e-course that shows you how to become more consultative so that you can become the go-to-expert and get the right clients to easily say "YES" to your offer. Spending the last 30 years in the sales trenches having over 20,000 sales calls, she knows EXACTLY what works (and what doesn't!) when it comes to showing your value vs talk about it. Debra is still active in the sales trenches - closing business for her company as well as other multi-million-dollar companies which include Profit First Professionals and Nemo Media Group. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take advantage of Debra’s offer to receive the This is a tool you want to have at the ready to help you get the clients you deserve. Get a FREE copy of this book all accounting professionals should use to become the Business First Responder that Roger mentioned. 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 Be sure to also check out the additional training available to help as you apply principles in your business. Lastly, Debra and Roger also mentioned their work with Profit First Professionals which is based on the book by Mike Michalowicz, . Learn more what you can do to offer CFO related advisory services as a using the engagement process. 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 . 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/21744872

Why Do “Good” Accountants Go Bad? The Warning Signs w/ Arun Kumar 04/08/2026

Why Do “Good” Accountants Go Bad? The Warning Signs w/ Arun Kumar Welcome to another episode of Building the Premier Accounting Firm with Roger Knecht. In today’s episode, Roger discusses the critical role of ethics in accounting and business with Arun Kumar, founder of Ultim Quest Knowledge. They explore how ethical practices contribute to long-term success and prevent financial pitfalls, offering insights for accounting professionals, bookkeepers, and tax preparers building premier accounting firms. In This Episode: 00:00 The Importance of Ethics in Accounting 04:43 Defining Ethics in Accounting 11:12 Rationalizing Dishonesty and the Slippery Slope 19:56 Consequences of Ethical Lapses and Fraud 32:02 Warning Signs and Incentives for Unethical Behavior 39:17 Closing Thoughts and Resources Key Takeaways: Build a strong ethical foundation for lasting business success and reputation. Understand the broader impact of accounting ethics on the economy and public trust. Identify red flags and management pressures that compromise ethical behavior. Shift compensation models to non-financial metrics to promote integrity. Address errors and potential fraud promptly to avoid escalating issues. Featured Quotes: “The people who are succeeding in the long term… have a very strong ethical foundation.” — Arun Kumar “Our role as CPAs and accountants is to protect the public interest.” — Arun Kumar “The most dangerous person that you could hire is an unethical accountant.” — Arun Kumar 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: I have created a few freebies that your audience might be interested in. The Smarter Accountant Quiz can be found at https://thesmarteraccountant.com/ The Smarter Accountant's Cheat Sheet For Better Time Management can be found at https://thesmarteraccountant.com/cheat-sheet/ The article I wrote and published on dealing with Cancer - "Cancer is a C - The Tool That's Helping Me Deal With My Cancer Diagnosis and Treatment" can be found at https://thesmarteraccountant.com/cancer/ 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/40769230

Rewind : Having the Confidence to Succeed! w/ Robyn Mons 04/04/2026

Rewind : Having the Confidence to Succeed! w/ Robyn Mons Join us as we revisit this conversation from 2021! Have you ever asked yourself the question, “am I enough, good 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. Let’s discuss the emotions many individuals experience as they start and build their accounting business. This can range from insecurities that may include social anxiety, depression, imposter syndrome and beyond. It’s more than understanding and identifying them, let’s also discuss coping and dealing with each. 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! Consider this, are you at peace with yourself as you work to help others? Wow that is a great question to ask. Then enjoy the conversation as Robyn and Roger discuss other relevant topics that you’ll find interesting. Sit back, get a drink and listen in. 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. Also, join us for to work ON your business and become the premier accounting firm in your area. 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/21619334

Your Firm, Your Life: Achieving Balance in Accounting w/ Jeff Dredge 04/01/2026

Your Firm, Your Life: Achieving Balance in Accounting w/ Jeff Dredge Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Jeff Dredge discuss the evolution of the accounting profession, highlighting the shift from traditional compliance to essential advisory services. They explore how embracing technology and a “hindsight, insight, foresight” approach can transform accounting firms and enhance client relationships. Learn about the value of work-life balance and strategic collaboration for sustained growth. In This Episode: 00:00 Introduction & Early Career 02:11 From Employee to Partner 05:01 The Evolution to Advisory Work 07:35 Embracing Technology and Foresight 12:05 Value of Advisory Services 16:24 Human Element in Advisory 18:58 Selling the Accounting Business 24:41 Valuation & Industry Needs 33:28 Defining Services and Collaboration 39:20 Leveraging Collaboration & Post-Acquisition Changes 41:27 Recharging Through the Outdoors 44:34 Family, Growth, and Resilience 47:48 Selling Your Business: Considerations 51:25 Prioritizing Work-Life Balance 54:00 Rapid-Fire Questions 55:24 Show Recap & Host Offers 01:00:15 Final Thoughts: Hope & Growth 01:03:52 Closing Remarks & Resources Key Takeaways: Transition from technician to partner to gain ownership and leadership skills. Offer advisory services to move beyond commoditized compliance work. Understand business valuation factors: client stickiness, staff retention, and clear operating procedures. Prioritize work-life balance to sustain personal well-being and strong family relationships. Collaborate with other accounting professionals to offer comprehensive client solutions. Featured Quotes: “If you want to be successful, you’ve got to separate yourself from the work, and you got to work on your business.” — Jeff Dredge “Hindsight is a commodity if that’s what you’re providing… When you start getting to insight and foresight, you can charge higher fees because there’s greater value to what you’re providing.” — Jeff Dredge “I think more than ever in today’s world, we cannot be entrenched. We’ve got to learn to use these tools.” — Jeff Dredge Behind the Story: Jeff Dredge, a CPA and founder of an accounting business, recounts his career trajectory, including the pivotal decision to pursue accounting after being inspired by a mentor’s lifestyle. He explains his preference for a smaller firm that offered rapid responsibility and the journey to becoming a partner within five years. The narrative delves into his experience with selling his firm to a private equity group, the anxieties surrounding being “micromanaged,” and the eventual realization of greater focus on delivery and strategy. Jeff Dredge emphasizes the importance of work-life balance, community involvement, and fostering independence in his children through challenging experiences. 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: Are you ready for a change, both personally and professionally? Then accept and participate in the . This is a FREE opportunity to apply best practices and make this the best year yet in your career. Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This conference is one you don’t want to miss. 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: - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. “” - Offer CFO & Advisory services with confidence and competence. Take the time to understand what your clients expect from you as their accountant. 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 where you can become a: For Additional FREE Resources for accounting professionals, 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/40691805

Rewind : A Marketing Strategy That Works w/ Chris Forsey 03/28/2026

Rewind : A Marketing Strategy That Works w/ Chris Forsey Join us as we revisit this conversation from 2022! If getting more clients is on the agenda, this is a conversation you don’t want to miss. Roger speaks with Chris about the elements that make up the ideal marketing strategy from identifying the ideal clients, to niching, advertising budget, emotional selling and so much more. This is a fun, heartfelt conversation between two friends you’ll enjoy and find helpful as you work ON your business to get the clients you deserve. Sit back and enjoy, and be ready to take some good notes. Your Host: , president of Our Guest: Chris Forsey Chris is the Co-founder of Learner Park Media, a creative agency in Salt Lake City that provides marketing services and solutions to small businesses. He’s been featured on ABC, NBC, CBS, and Fox as an expert in the field of digital marketing and over the last decade has helped hundreds of entrepreneurs successfully market and grow their business. In his free time, he can be found at the lake or on the mountain with his wife and three kids in Salt Lake City, UT. Book Mentioned in the conversation: Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: UNIVERSAL CRM Take the time to watch Chris go over the various tools, apps etc. that are available to use as we leverage technology to find and acquire new clients. This is a MUST-SEE presentation. Be ready to take some good notes and implement these “best practices” in your business. Watch it now by CLICKING HERE! 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 . 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/21897263

Rewind : Bringing Passion to Client Relations w/ Bobby Martin 03/28/2026

Rewind : Bringing Passion to Client Relations w/ Bobby Martin Join us as we revisit this conversation from 2021! Bobby and Roger have a timely discussion about industry trends and why they are relevant to know as accounting professionals. From marketing and sales to get the clients we need to grow the business to then working with them as their CFO and advisor. It all starts with a genuine curiosity for business in general. From that we are able to then use industry research to have the edge in business advisory services. You’ve heard it before, information is power, in fact it is the path to asking the right questions. Elevating your accounting services to also include part-time CFO & advisor for your accounting clients is that next level you are looking for to get paid what you are worth. Are you ready to benchmark industries with confidence? It starts when you are ready to put the puzzle together as it relates to your client’s business. Your Host: , president of Guest Name: Bobby Martin is co-founder and CEO of Vertical IQ, a leading provider of Industry Intelligence that helps sales and marketing professionals better understand a prospect’s or customer’s business challenges before, during, and after sales meetings. His focus is on advising and selling to small- and medium size business owners, business leadership, and digital transformation. He is currently an active angel investor and advisor in several innovative start-ups. Through his experience of starting and selling a sales intelligence tool to Fortune 500 firm, Dun & Bradstreet, he’s learned first-hand the challenges and solutions at each stage of entrepreneurial growth which has led to his book, The Hockey Stick Principles. He is a frequent speaker on subjects such as Industry Intelligence, Sales Readiness, and Change Management. has the insights accountants and financial advisors need to provide their clients with guidance informed by the latest industry data. Your small to medium-sized business (SMB) clients look to you for sage advice on the financial drivers impacting their businesses. With Vertical IQ’s Industry Intelligence, you can offer tailored recommendations and become an invaluable asset to their business. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Join us for , the event for accounting professionals to work ON their business. Offers: Bobby shared with us the value of asking the right questions and having access to the executive summary for each industry empowers you to be that expert as you speak with business owners. I invite you to take advantage of this opportunity to receive a FREE demo and learn how you can help your clients using this amazing tool: And don’t forget to In addition to this incredible information, you can also your client’s data to their industry standards. Using this report, you’ll have the resources you need to advise your clients with confidence and competence. Set up a time now to learn how you can use this report in your business to improve your marketing to grow the business as well as offer additional services to get you paid what you are worth as a Profit & Growth Expert. Lastly, be sure to get your 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: – 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/21586181

AI for Accountants: What’s the Real Impact? w/ Nathan Whittacre 03/25/2026

AI for Accountants: What’s the Real Impact? w/ Nathan Whittacre Thank you for joining us for another episode of Building the Premier Accounting Firm. In today’s episode, Roger Knecht and guest Nathan Whittacre discuss the ever-evolving landscape of technology, cybersecurity, and AI in the accounting industry. They offer practical advice for accounting professionals on how to navigate digital threats and leverage new technologies for business growth. In This Episode: 00:00 Introduction & Guest Background 01:28 Evolution of Business Technology 05:57 Embracing Technological Change 09:49 Data Security & Compliance 14:45 Evaluating New Technologies 19:03 AI: Misconceptions and Tools 24:29 Leveraging AI in Platforms 27:19 Cybersecurity Threats & Mitigation 36:37 Family Business Dynamics 39:02 Conclusion & Final Thoughts 43:50 Outro & Resources Key Takeaways: Embrace technological change to stay competitive and efficient in your accounting firm. Prioritize data security and compliance with regulations to protect client information from evolving cyber threats. Evaluate new technologies based on their ability to improve internal processes or enhance the client experience, rather than chasing “shiny new objects.” Leverage AI integration within existing software platforms to boost efficiency and profitability, understanding that AI is a tool, not a job replacement. Conduct annual reviews of your software vendors to ensure they are investing in current technologies and incorporating AI for future development. Featured Quotes: “If you look at any of the charts of, you know, how change happens with technology, it just is exponentially accelerating.” - Nathan Whittacre “The goal is to do more work with less errors with less people.” - Nathan Whittacre “People want a personal touch still. They want, you know, that relationship with their professionals that they have.” - Nathan Whittacre Behind the Story: Nathan Whittacre recounts starting Stimulus Technologies with his family at just 17, driven by a passion for technology. This early start provided a unique perspective on the evolution of computing from DOS to cloud-based AI. He shares a sobering story of a client firm that lost hundreds of thousands of dollars due to a sophisticated cyber attack, underscoring the constant threat small businesses face. 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: Connect with Nathan on LinkedIn and get a copy of his book, "The CEO's Digital Survival Guide". Are you ready for a change, both personally and professionally? Then accept and participate in the . This is a FREE opportunity to apply best practices and make this the best year yet in your career. Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This conference is one you don’t want to miss. 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/40626325

Rewind : The Business Owner Mindset w/ Shannon Vincent 03/21/2026

Get Clients: How to Transform Leads into Paying Customers w/ Nikki Rausch 03/18/2026

Get Clients: How to Transform Leads into Paying Customers w/ Nikki Rausch Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Nikki Rausch discuss how to master authentic sales in the accounting industry. Learn to differentiate marketing from sales, build lasting client relationships, and effectively price your services for maximum value and client satisfaction. This episode provides actionable insights to transform your approach to attracting and retaining high-value clients. In This Episode: 00:00 Welcome & Guest Introduction 01:00 Marketing vs. Sales Explained 03:12 Mindset Shift in Sales 06:06 Engaging on Social Media 10:52 Red to Black Book Ad 12:18 Relationship-Based Selling 16:46 The 5-Step Selling Staircase 22:53 Mastering Curiosity in Sales 28:46 In the Black Book Ad 29:39 Pricing Strategies: Top-Down & Anchor Offers 35:00 Delivering on the Anchor Offer 36:12 Increasing Influence Through Questions 39:35 Turnkey Accounting Business Course Ad 40:42 The Power of Community 42:02 Key Takeaways and Resources 45:52 Upselling Existing Clients 47:25 Closing Remarks & Further Resources Key Takeaways: Differentiate marketing as lead attraction and sales as lead conversion to improve your client acquisition strategy. Cultivate relationships by viewing sales as a collaborative process, making “rapport deposits” to build trust and overcome challenges. Implement the “Selling Staircase” framework—introduction, curiosity, discovery, proposal, and close—to guide clients through a comfortable sales journey. Increase engagement in your marketing and sales by asking curiosity-driving questions, focusing on individual readers rather than a mass audience. Optimize pricing strategies by presenting offers top-down with an “anchor offer” to position your desired package as the best value. Featured Quotes: “Marketing’s job is to attract potential buyers… sales’ job is to take that lead and actually convert it to a place where we exchange dollars for services.” — Nikki Rausch “Your job is to understand: Does this person have a need? Do I have a solution that meets that need? And third… do I have permission to put that offer in front of them?” — Nikki Rausch “You don’t have to brush all your teeth, only the ones you want to keep. And I compare this to creating curiosity because you don’t have to create curiosity with every single person… just the ones that you’re trying to establish, is this a potential client for me or not?” — Nikki Rausch Behind the Story: This episode delves into the often-misunderstood world of sales for accounting professionals. Roger Knecht and Nikki Rausch tackle the discomfort many feel about selling by emphasizing authenticity, collaboration, and relationship-building. Nikki Rausch shares her “Selling Staircase” framework and the crucial role of curiosity in engaging potential clients, drawing a vivid analogy between calling dogs and cats to illustrate effective communication. The discussion extends to strategic pricing, highlighting the psychological impact of top-down selling and anchor offers to position services for higher perceived value. 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: I have a free training to gift your listeners ($47 value) - it's called “Seal The Deal, questions that close sales”: Are you ready for a change, both personally and professionally? Then accept and participate in the . This is a FREE opportunity to apply best practices and make this the best year yet in your career. 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/40537545

This Week on BPAF : Nikki Rausch 03/16/2026

Rewind : Giving Back to the Accounting Profession w/ Tiffani Higgins 03/14/2026

Rewind : Giving Back to the Accounting Profession w/ Tiffani Higgins Join us as we revisit this conversation from 2021! Imagine offering bookkeeping services on the side, over weekends and weeknights, and having the success to replace the day job income and then deciding to not only do it full-time but also now work to replace your spouse’s income and bring them home to be with the family. DONE, Tiffani did that and so much more! It was because of the freedom and flexibility that come from running her own business she was able to meet the needs that arose when growing the family having twins as well as homeschooling her children. Consider the lessons the children are learning as they witness her success in business. Amazing life lessons and insights that are hard to teach. Hear what Tiffani and Roger discuss and how it relates to the daily challenges we all face as accounting entrepreneurs. For example, what are the common emotions individuals experience when starting a business? Trying to balance the good and bad to stay focused and passionate about the work is key to success. Your Host: , president of Guest Name: , CPA Tiffani Higgins is a CPA, mom of 5 and former bookkeeping business owner. After 4 years of experiencing all the amazing benefits that a virtual bookkeeping business provided to her family (unlimited vacation time, ability to travel, no need to budget, upgraded lifestyle, brand new car, house with a pool and tennis court, paying off debt, etc) she decided to launch the Stay-at-Home Bookkeeper Academy where she could teach other busy moms to follow in her footsteps and create their ideal lifestyle so they could have their cake and eat it too. This allows families to build wealth while still getting to experience every one of their children’s milestones. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Whether you are considering the opportunities associated with starting a bookkeeping business with little or no experience or are ready to build a large accounting business with staff consider following the for accounting professionals. With Tiffani’s help see what more you can accomplish reaching out to the and there check out the Elite Mastermind program. Take the time to schedule a . Check out these resources: Website: Facebook group: Find Tiffani Facebook: Get the for accounting professionals. This is the free course to help you plan your success offering quality accounting services. Here you’ll learn the 4 keys to your success related to marketing & sales, pricing, fulfillment and so much more. Also, don’t forget to get your 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: – e-book 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/21437927

5 Steps to Scale & Exit Your Company Smoothly w/ Josh Davis 03/11/2026

5 Steps to Scale & Exit Your Company Smoothly w/ Josh Davis In this episode of Building the Premier Accounting Firm, Roger Knecht and Josh Davis discuss building and selling a logistics company, the crucial role of accounting in business valuation, and key strategies for scaling. Josh, who runs acquisitions consulting office JL Davis Enterprises, shares his framework for growth, focusing on people, systems, and performance, and offers advice on navigating the personal journey of exiting a business. Learn how accounting professionals can help clients prioritize profit and prepare for successful transitions. In This Episode: 00:00 Welcome & Josh’s Entrepreneurial Journey 04:00 Impact of Accounting on Valuation 08:09 Key Metrics & Valuation Thresholds 12:09 Consulting: People, Systems, Performance 14:56 Stepping Down as CEO: Identity Shift 19:44 Rebuilding Identity & Entrepreneurial Scorecards 23:55 Scaling Framework & Consulting Services 28:51 Succession Planning & Building a Legacy 33:25 Spousal Business Partnership & Work-Life Integration 38:20 Lessons for Children & Gratitude 41:16 Key Takeaways & Final Thoughts 46:28 Resources & Outro Key Takeaways: Prioritize clean financial records to enhance business valuation and streamline due diligence processes. Implement a clear scaling framework focused on people, systems, performance, growth, and legacy for sustainable business expansion. Develop a personalized scorecard with essential metrics to help founders delegate and avoid micromanagement. Address the personal and identity challenges associated with exiting a business by planning for life post-sale. Integrate work and family life through intentional annual planning and anchor calendars to prevent burnout and ensure personal well-being. Featured Quotes: “Revenue will solve most problems. Just keep growing the business, and everything will kind of work out from there.” — Josh Davis “When you build something up from the ground up and you put everything into it, it’s a challenging thing to go through and go to market.” — Josh Davis “If you stay on, it’s kind of like giving your baby up for adoption and living in the same house.” — Josh Davis Behind the Story: Josh Davis recounts the early days of his logistics business, co-founded with his wife a week after their honeymoon. Initially focused solely on rapid growth, the prospect of selling became real with his wife’s pregnancy. The exit process proved difficult, emphasizing the overlooked importance of clean financials. This experience shaped his current work in acquisitions and consulting, where he helps founders build businesses with clear metrics, strong teams, and a defined legacy, avoiding the identity crisis he faced post-exit. Top 3 Highlights: Accounting’s Impact on Valuation: Messy financials hinder business sales; clean books, clear metrics, and normalized EBITDA are crucial for high valuations. The Exit Identity Shift: Stepping down as CEO can lead to a loss of identity, making post-exit personal planning essential for founders. Framework for Scaling: Successful business scaling relies on people, systems, performance, growth strategies, and a defined legacy plan. 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 Josh’s free Scaling Framework, the exact model he uses when buying, turning around, and scaling companies. Are you ready for a change, both personally and professionally? Then accept and participate in the . This is a FREE opportunity to apply best practices and make this the best year yet in your career. 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/40392315

This Week on BPAF : Josh Davis 03/09/2026

Rewind : It Started Just Helping A Friend w/ April Pinheiro 03/07/2026

Rewind : It Started Just Helping A Friend w/ April Pinheiro Join us as we revisit this conversation from 2021! Hear how April started her journey into business and how it was influenced by her faith in God which ultimately blessed her life in unexpected ways. Each of us have unique stories to share and April’s is amazing and faith promoting. Are you listening to your inner voice? Learn what she has done with confidence to define her offer is such a way that it is clear and concise what the client is receiving and can expect when working with her. It’s her confidence that brings clarity to her messaging. In the end, she provides her clients peace of mind when it comes to the financials associated with their business. Listen to this uplifting discussion that Roger and April have. April shares work / life balance insights as well as marketing tips to help grow the business. Enjoy 😊 Your Host: , president of Guest Name: My name is April Pinheiro. I’m a work-from-home mom of two adorable children Grey and Grace. I have a deep faith in God, which lead me to becoming a bookkeeper. I started in the bookkeeping industry as a night auditor for hotels. Basically, every night I would balance the daily books for the hotel. I did this for about ten years. I took some time off to have my son and daughter, and then in 2019 God lead me to my first client. I officially opened my business in 2020 and have been working exclusively with trades businesses since. We recently became Pure Bookkeeping Certified and now happily tote “Audit Proof Bookkeeping for the Trades”. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: There is a to have the premier accounting firm in their area. Learn the 4 things you need to know to start and build your business with confidence. From marketing to sales, pricing and client retention you don’t want to skip this business building course that you can access for FREE. With that in place, “nothing happens until you have a sale”! From marketing to sales there is a place to start and then a way to nurture your contacts to become paying clients. Leverage your online presence and automate the system to get you the clients you deserve. Attend this powerful and educational webinar to get you the tax and accounting clients you want. and get ready to take some good notes. Lastly, your success is based on your ability to do the work efficiently and profitably. See what you can do to leverage technology using a proven tech stack for accounting professionals. It’s the . April also shared how she is using to manage her business. See what that involves and consider it for your business. 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/21406523

Build a 7-Figure Tax Firm: Expert Strategies Revealed w/ Michael Uadiale 03/04/2026

Build a 7-Figure Tax Firm: Expert Strategies Revealed w/ Michael Uadiale Welcome to another episode of Building the Premier Accounting Firm. Today Roger Knecht and tax expert Michael Uadiale discuss strategic tax planning for business owners, moving beyond basic tax preparation to proactive wealth building. This episode reveals how to legally minimize tax liabilities and achieve financial freedom through expert tax strategies and dedicated client relationships. In This Episode: 00:00 Introduction & Journey to Tax Planning 04:31 Tax Prep vs. Tax Planning 08:41 DECIDE: 6-Step Tax Plan 12:51 Achieving Zero Tax Legally 17:15 7 Workhorse Tax Strategies 23:09 Work Less, Keep More: Lifestyle Strategies 30:13 Marketing and Pricing Tax Services 34:16 Client Experience & Deliverables 40:27 Gratitude and Collaborative Mindset 47:09 Conclusion and Resources Key Takeaways: Define the critical differences between tax preparation and strategic tax planning, emphasizing proactive tax reduction. Implement the “DECIDE” six-step plan for slashing tax bills, covering deductions, entity types, credits, income shifting, deferrals, and eliminations. Utilize workhorse strategies like home office deductions, hiring family members, and maximizing auto and health insurance write-offs. Structure services with clear menu pricing for tax advisory and outsourced CFO offerings, demonstrating value to clients. Foster client relationships through consistent meetings and communication, ensuring ongoing tax planning and implementation support. Featured Quotes: “There is no patriotic duty to overpay your taxes.” - Michael Uadiale “Our services are free… if we cannot get you to a point where you are able to get at least two to three times reduction in your taxes net of our fees, we don’t want you as a client.” - Michael Uadiale “Planning is not a firehose activity in December. It’s something that you got to do all through the year.” - Michael Uadiale Behind the Story: Michael Uadiale shares his personal journey from an immigrant with a significant unexpected tax bill to becoming a master tax advisor. This pivotal experience shaped his approach to tax planning, leading him to found a seven-figure firm focused on proactive client strategies rather than reactive tax preparation. He advocates for a collaborative and value-driven approach within the accounting profession. 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: Join the Financial Freedom Academy: We guide you through expert wealth and tax strategies to enhance your financial health, regardless of experience. Are you ready for a change, both personally and professionally? Then accept and participate in the . This is a FREE opportunity to apply best practices and make this the best year yet in your career. 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/40308345

This Week on BPAF : Michael Uadiale 03/02/2026

AI for Accountants: Are You Missing This Shift? w/ Mary Delaney 02/25/2026

AI for Accountants: Are You Missing This Shift? w/ Mary Delaney Roger Knecht and Mary Delaney, CEO of Karbon, discuss the cultural shift of AI in accounting. Learn how to leverage AI-powered accounting software and transform your firm’s operations. This episode offers practical advice for accounting professionals looking to build premier firms and embrace technological advancements. In This Episode: 00:00 Introduction to Karbon & AI in Accounting 04:03 AI: A Cultural Shift for Firms 09:44 Practical AI Applications in Accounting 14:20 AI’s Role in Advisory & Value-Based Pricing 19:24 Impactful Client Relationships: Joe’s Story 26:49 Thriving in Accounting: Mindset & Future 35:54 Gratitude and Closing Thoughts Key Takeaways: Leverage existing software partners to integrate AI into your accounting practice. Cultivate a culture of AI adoption within your firm through training and leadership. Transition from historical analysis to forward-thinking CFO advisory services for clients. Understand and communicate your value to clients to implement value-based pricing effectively. Prioritize client relationships and proactive communication to make a meaningful impact on small businesses. Featured Quotes: “AI doesn’t just change the tools or technology in the firm. It changes habits, expectations, roles, and the defined outcomes of the people that are using it.” — Mary Delaney “The accounting bookkeeper community people believe that all boats rise together, that there’s a reason to help others.” — Mary Delaney “We are powered by small businesses. To me, the accounting and bookkeeping profession is really the power behind small businesses.” — Mary Delaney Behind the Story: Mary Delaney, CEO of Karbon, shares her vision for the accounting profession, emphasizing the critical role of AI in moving beyond transactional tasks to a more advisory, client-facing approach. She illustrates this with stories of accountants making profound differences in their clients’ lives, highlighting the relational aspect of the profession. The discussion underscores the importance of leadership in driving cultural change and embracing technology to enhance efficiency and client value. 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: Are you ready for a change, both personally and professionally? Then accept and participate in the . This is a FREE opportunity to apply best practices and make this the best year yet in your career. Karbon isn’t just another tool—it’s embedding AI into the very infrastructure of how accounting firms work. It simplifies daily tasks, reduces manual work, and frees up teams to focus on higher-value advisory services. Listeners can learn more or book a demo at . Download Karbon’s 2025 State of AI in Accounting Report to explore how AI is transforming accounting firms and where the biggest opportunities lie. () Download Karbon’s 2025 Practice Excellence Report for Accounting Firms for a roadmap that guides accounting firms on their journey to practice excellence. () 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/40185910

This Week on BPAF : Mary Delaney 02/23/2026

Rewind : Let’s Get More Referrals w/ Stacey Brown Randall 02/21/2026

Rewind : Let’s Get More Referrals w/ Stacey Brown Randall Join us as we revisit this conversation from 2021! Stacey and Roger have a great discussion to remove some of the fog surrounding marketing and sales efforts to grow your business and get the clients you deserve. As accountants we can track out efforts, the Return On Investment (ROI) based on time and money, so what should we be doing? From prospecting efforts to referrals, this is a thought-provoking discussion that you don’t want to miss. Listen and find the holes that may exist in your marketing and sales process so you can plug those holes and get the clients you deserve. It’s time to leverage the power that comes with a referral. Get better qualified introductions and more of them applying these principles that Stacey shares. These are actionable things that we can do today and build into our business sales process. You’re going to love this. Your Host: , president of Our Guest: Stacey Brown Randall Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and national speaker. She has had the privilege of helping well-known corporations and franchises, but her focus is on small business owners, solopreneurs and sales professionals. Stacey’s programs are uniquely tailored to help you take control of your referrals, your client experience and crush your goals. Stacey has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, CEO World, Fox News and more. She received her Master’s in Organizational Communication and is married with three kids. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Take advantage of Stacey’s FREE, 9 Question Referral Ninja Quiz – or See how you can climb the 3 levels to become a master level referral generator As you work hard to get the contacts, prospects and referrals learn what you can do to leverage a tech stack to manage them. There are proven processes you can follow to nurture your leads to become you new clients. This is a webinar you don’t want to miss. and see how you can automate the steps to build your business with the accounting and tax clients you deserve. 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/21247955

Future-Proof Your Firm: Embrace CAS & AI Now w/ Deneen Dias 02/18/2026

Future-Proof Your Firm: Embrace CAS & AI Now w/ Deneen Dias Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Deneen Dias discuss the evolution of accounting, focusing on Client Advisory Services (CAS) and the strategic shift from traditional bookkeeping to high-value advisory. Learn how your firm can embrace technology, particularly AI, to scale operations, enhance client relationships, and drive recurring revenue. In This Episode: 00:00 Welcome & Guest Introduction 02:11 Deneen’s Journey into Accounting 04:08 Defining Client Advisory Services (CAS) 08:08 CAS 1.0 vs. CAS 2.0 & Challenges 12:24 Building Confidence in Advisory Roles 16:21 Growth and Pillars of CAS 19:33 Pricing Strategies for CAS 24:34 AI’s Role in Advisory Services 27:52 Leveraging Existing AI Tools 33:13 Gratitude and Infinite Ties 34:25 Podcast Summary and Resources 38:39 Final Thoughts and Call to Action Key Takeaways: Define Client Advisory Services (CAS) as moving beyond transactional work to real-time data analysis and strategic client advice. Shift your firm’s offerings to value-based CAS, leveraging recurring revenue models to increase profitability. Implement a tiered pricing structure for CAS, such as the “biking, driving, flying” analogy, to guide clients through different service levels. Utilize existing technology platforms to integrate AI for automating transactional tasks and enhancing advisory capabilities. Upskill your team’s soft skills and business acumen to confidently deliver CFO and advisory services. Featured Quotes: “Clients are hungry for advisory. They don’t want someone to just do their taxes or prepare their financials. They want someone that can talk to them about their business, can talk to them about the numbers.” — Deneen Dias “CAS is the fastest growing new revenue source for traditional firms. We’ve seen audit is flat. Tax has about 5% growth. And CAS, for the firms focusing on it, have 20% to 30% growth.” — Deneen Dias “The tech stack that you’re using now, build.com, spending a lot of money, bringing a lot of AI… get to know the vendors… Make sure you’re taking advantage of all of the new things that they’re bringing to you already.” — Deneen Dias Behind the Story: Deneen Dias, a leader with 17 years in accounting technology, shares her journey from helping firms adopt cloud accounting in 2008 to co-founding Infinite Ties, a community for CAS professionals. Her deep experience highlights the accounting profession’s ongoing evolution, emphasizing the current push towards advisory services and the integration of AI. She provides practical strategies for firms to overcome resistance to change, package new services, and build confidence within their teams. 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 , a thriving membership community built exclusively for CAS professionals who are shaping the future of advisory services. Are you ready for a change, both personally and professionally? Then accept and participate in the . This is a FREE opportunity to apply best practices and make this the best year yet in your career. 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/40146180

This Week on BPAF : Deneen Dias 02/16/2026

Rewind : Breaking Free From The Imposter Syndrome w/ Trokon Pope 02/14/2026

Rewind : Breaking Free From The Imposter Syndrome w/ Trokon Pope Join us as we revisit this conversation from 2021! Think of it, finishing college, working within the community, and then starting your accounting business. Trokon shares with Roger what it took to get the confidence and competence to start the accounting business. He points out the 3 things that made the difference to insure his success in the first year. It’s like a franchise without the royalty fees. Trokon is quick to point out that getting clients is priority #1. Hear the mantra he uses to stay focus and make sure it is a win/win relationship when working with a client. In the process the discuss the Imposter Syndrome and how he was able to work past it to offer his clients the quality accounting services he knows they deserve and get paid what he is worth. This is a fun and informative episode you don’t want to miss. Your Host: , president of Our Guest: Trokon Pope is the owner of TRP Accounting Services LLC located in Hightstown, NJ. Trokon is a Certified Professional Tax Preparer, Profit & Growth Expert, Intuit QuickBooks Online Advanced Certified ProAdvisor, Certified Life and Business Coach, and Fathom Advisor. He is a father of three, soon-to-be four, loving boys and the husband to his life partner Deyonna Pope, who is the co-owner of C.O.D.E. 2.0 located in Burlington, NJ. He graduated from Thomas Edison State University located in Trenton, NJ in 2020 with his BSBA in Accounting Studies and opened TRP Accounting Services in September of 2020 which in its first year of operation generated over $60,000 in gross revenue. TRP Accounting Services currently offers bookkeeping, tax planning/preparation for business and individual income tax filers, monthly expert consultations, and many more accounting services. He currently is the Northern Regional Director of Partnership for Successful Living which is a not-for-profit that provides Support Coordination Services to individuals born with a developmental disability. He has been in leadership positions for over 15 years and excels at creating efficient workflows, policies, and procedures. As an accountant, Trokon enjoys working with small to medium size businesses that provides services. His goal is to assist new and current business owners with getting a better understanding of their business’s financial position so they can make better business decisions. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to become the premier accounting firm in their area Offers: Become a Get the training, certification and coaching to offering quality tax planning and preparation services. Learn what you can also do to automate your market efforts to get the clients you deserve. Attend this Now for free! In addition to offering quality accounting and tax related services you need to also enlighten your clients with CFO Advisory and Coaching Services. See what you can do improve client relations and retention increasing the revenue per clients as a 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: 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/21102701

Build Authority: The Handwritten Note Advantage w/ David Wachs 02/11/2026

Build Authority: The Handwritten Note Advantage w/ David Wachs Roger Knecht talks with David Wachs, founder of Handwrytten, about the unexpected power of personalized, robotic handwritten notes in an increasingly digital world. Learn how this unique approach to communication can build stronger client relationships, enhance marketing efforts, and ultimately elevate your accounting firm’s brand to a luxury service. In This Episode: 00:00 Introduction to Handwrytten 02:10 The Origin Story of Handwrytten 05:04 Authenticity of Robotic Handwriting 08:47 Applications for Handwritten Notes 12:00 Impact and Durability of Notes 15:09 Differentiating with Handwritten Notes 19:04 Luxury Pricing and Emotional Connection 21:50 Scaling Handwritten Communication 26:22 Accounting Lessons from Business Sale 31:57 Gratefulness and Call to Action 36:39 Conclusion and Promotional Offers Key Takeaways: Differentiate your business by leveraging handwritten notes to cut through digital noise. Cultivate stronger post-sale client relationships with personalized thank-you’s, birthday cards, and holiday greetings. Improve client retention and perceived value by providing a premium, personal touch in communications. Identify the tipping point for automating handwritten notes to scale personal outreach efficiently. Understand how robust accounting practices, like switching to accrual, can directly influence business strategy and valuation. Featured Quotes: “People don’t remember what you say or what you did. They remember how you made them feel.” - David Wachs (11:26) “The most underutilized inbox is the one at the end of your driveway.” - David Wachs (03:54) “It’s often not a choice between doing it yourselves and handwritten. It’s a choice between handwritten or nothing at all.” - David Wachs (23:15) Behind the Story: David Wachs, founder of Handwrytten, shares his journey from mobile marketing with SellIt to creating a solution for digital communication overload. He discusses how technology allows businesses to send personalized, robotic handwritten notes, distinguishing them from competitors and strengthening client relationships. This episode highlights the importance of emotional connection in business, even in professional services like accounting, and how modern solutions can scale traditional gestures. 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: Use signup code PODCAST for $20 in automated handwritten notes 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/40052965

Building the Premier Accounting Firm

TOPICS