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.

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

This Week on BPAF : David Wachs 02/09/2026

Rewind : Begin With The End In Mind w/ Tyler Otto 02/07/2026

Rewind : Begin With The End In Mind w/ Tyler Otto Join us as we revisit this conversation from 2021! This is an episode you don’t want to miss. Tyler has a fascinating story to share. From the stable corporate job to joining the wife in her accounting business. Roger and Tyler have so much to cover as they discuss: Developing a virtual accounting business, never meeting the client and many of the staff in person but working with them remotely Prequalifying potential clients for consideration. Although he runs a virtual business he still understands is needs to be personable and based on relationship building We all know this, finding quality staff is a challenge but then we also need to train, manage them while bringing them into the company culture. Listen as Tyler shares his onboarding process with new employees using a system that is recorded and set for every employee experience. Now let’s talk tech stack, what are the tools to consider in the business to work efficiently and be productive. But what does a successful virtual accounting business look like: Of course we need to offer quality accounting services along that include CFO advisory for the clients to be a full-service accounting firm. You need to consider niching the services offered, picking an industry and then you’ll realize the benefits it brings to the firm and the clients. Hear the 3 things Tyler feels it helps you achieve! When it comes to marketing he makes a great point, ask yourself how does marketing compare to fishing, knowing the catch and using the right bait? Tyler’s advice, beginning with the end in mind. What are you really trying to accomplish? Define your scope of services and be willing to say no! In this episode they also does how accounting is changing but not going away, this is still and always will be relationship based. Just remember to adjust your mindset from a large corporate world to running a small business. You’ll want to hear this amazing discussion with a successful accountant. Your Host: , president of Guest Name: Tyler D. Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify client’s financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020. His primary focuses include database architecture, Visual Basic scripting, Forecasting, Budgeting, and Data Mining. His recent activities include doing large financial system migrations for several companies spanning the hospitality to the construction industry. Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture. He loves helping clients make more money. His career has been focused on serving as a financial analyst and business partner, helping business managers make strategic decisions that will grow their business for years to come. Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he’s not geeking out in Visual Basic, he’s found in the woodshop doing any number of woodworking projects, or on his road bike. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Whether you are starting or ready to build your accounting business, this is the course designed to help you plan and work ON your business addressing some key areas that need your attention such as marketing, selling, pricing to offering quality accounting services. to take this course for FREE! Also, when it comes to technology and automation, we need to consider how each can be leveraged to help find and nurture your potential clients. This is a to help you understand what you can do to get new clients and be paid what you are worth. Grow your business today applying these important lessons within your company. for this webinar and get the accounting, bookkeeping and tax clients you desire applying prove processes and systems that are effective and inexpensive. 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/21101438

Your Budget is Wrong: Why Most Forecasts Fail w/ Matt Putra 02/04/2026

Your Budget is Wrong: Why Most Forecasts Fail w/ Matt Putra In this episode of Building the Premier Accounting Firm, Roger Knecht and guest Matt Putra discuss the critical differences between budgeting and forecasting in accounting, emphasizing data-driven decision-making for e-commerce businesses. They explore how financial management, including KPIs and cash flow strategies, helps fast-growing consumer brands optimize profitability and scale effectively, with a focus on AI’s transformative impact. In This Episode: 00:00 Introduction to Matt Putra and 8x 01:03 Matt’s Journey to 8x and Data-Driven Decisions 02:52 Budget vs. Forecast: Key Differences 05:57 The Importance of Budgeting and Planning 08:24 Budgeting for External Stakeholders and Accountability 11:18 Lessons Learned from Ambitious Budgeting 15:00 Financial Management for Scaling Businesses 17:49 Scorecards vs. KPIs and Dashboards 21:55 Go-To Metrics and the Island Analogy 24:51 The Impact and Application of AI in Business 31:11 Advising Founders: Selling Peace of Mind 34:16 Gratitude and Divergent Thinking 37:51 Closing Thoughts and Resources Key Takeaways: Differentiate between budgets as fixed annual plans and forecasts as malleable, frequently updated financial outlooks for data-driven decisions. Implement scorecards with 5-15 critical metrics and clear targets to simplify problem-solving and boost team accountability. Prioritize cash flow management, customer lifetime value (LTV), and customer acquisition costs (CAC) for sustainable business growth and profitability. Integrate AI into business operations to enhance efficiency, reduce costs, and gain a competitive edge in the accounting profession. Understand that financial management services sell “peace of mind and confidence” rather than just data or models, addressing emotional components for founders. Featured Quotes: “If we’re not in the, call it the top 10% of AI adopters, we’re going to be left behind fairly quickly.” — Matt Putra “We don’t sell financial models. We do not sell cash flow forecasts. We do not sell scorecards. We sell peace of mind and confidence.” — Matt Putra “If the business owner can hit within, say, 5%, 10%, their budget for the next year, it means they know well that business model.” — Roger Knecht Behind the Story: Matt Putra recounts his transition from a CFO role with a grueling commute to founding eightx, a financial operations company. His desire for work-life balance during COVID-19 propelled him to create a business that simplifies finance for e-commerce brands. He stresses the emotional aspect of financial consulting, focusing on delivering confidence rather than just numbers. Matt Putra also shares a personal anecdote about his wife’s support, which allowed him to take significant risks in building his company. 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'll have a call with someone to help them go from 0-1 on their first AI agent Be more efficient and improve your profit margin with AI Connect with Matt on LinkedIn: 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/39988650

This Week on BPAF : Matt Putra 02/02/2026

Rewind : Quantifying the Client Experience, the 5 Star Rating w/ Tyler Small 01/31/2026

Rewind : Quantifying the Client Experience, the 5 Star Rating w/ Tyler Small Join us as we revisit this conversation from 2021! Beyond the work we do and the accounting reports we create we need to find out and understand how useful the information is to our clients. Think about it. What are they really paying us for? In fact, what are we doing to generate for them a 5 Star Experience? Roger and Tyler have an interesting discussion that we each should consider as we remember what our relationships are and should be with our clients Listen and learn the 3-step process to improve client appreciation and retention. You’ll want to be ready to take some good notes. Your Host: , president of Our Guest: Tyler has created learning experiences for over 100,000 people, published 2 books, hosted over 50 podcast episodes, and has coached hundreds of leaders. He specializes in coaching "numbers people" to build better business relationships. He is the founder and CEO of “The 5-Star Approach”. The mission of “The 5-Star Approach” is to catalyze one million 5-Star Relationships. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Reach out to work on your personal and professional relationships, Tyler is offering a complimentary 15-minute consultation that you don’t want to miss. You can sign up by visiting today! Leverage your marketing efforts using technology to get the clients you deserve. This is a webinar you don’t want to miss. From marketing to sales there is a turnkey process you can use to improve your tax, bookkeeping and accounting client acquisition to get you the work you need and get paid what you are worth. 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/21101420

How to Stop Undercharging in Your Firm w/ Michelle Weinstein 01/28/2026

How to Stop Undercharging in Your Firm w/ Michelle Weinstein Roger Knecht and Michelle Weinstein discuss how accounting professionals can overcome undercharging, set firm boundaries, and increase revenue. Learn strategies to value your expertise and implement sales processes for a thriving accounting firm. In This Episode: 00:00 Introduction to Michelle Weinstein 01:10 Michelle’s Career Journey & Lessons 06:05 The Birth of The Abundant Accountant 09:50 Stop Undercharging and Valuing Services 12:33 Engagement Letters and Scope Creep 17:51 Establishing Boundaries for Your Firm 23:15 Payment Methods and Avoiding Receivables 30:03 Overcoming the Fear of Raising Prices 36:41 Valuing Expertise and Practical Advice 41:13 Key Takeaways and Closing Thoughts Key Takeaways: Define clear boundaries to prevent scope creep and protect your valuable time and knowledge. Implement a structured sales process to properly qualify clients and get paid premium prices. Understand and communicate your worth to confidently raise fees and attract high-value clients. Utilize engagement letters to outline included and excluded services, facilitating future upsell discussions. Shift from hourly billing to recurring or value-based payments to eliminate accounts receivable issues. Featured Quotes: “If you can’t sell and you can’t enroll, and you can’t help people see your value, then what is all of that technical knowledge really worth?” — Michelle Weinstein “We have to eradicate the under-earning and being appreciated disease in this industry.” — Michelle Weinstein “Your inventory is what’s in your head. It’s your most valuable asset and we have to protect that.” — Michelle Weinstein Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a free strategy session with Michelle. Register here: Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services (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/39868625

This Week on BPAF : Michelle Weinstein 01/26/2026

Rewind : R&D Tax Credits for Clients w/ Adam Farnsworth 01/24/2026

Rewind : R&D Tax Credits for Clients w/ Adam Farnsworth Join us as we revisit this conversation from 2021! Do you know the 4-part questions to use to determine if someone qualifies for the R&D tax credit? This conversation with Adam and Roger is going to be enlightening both personally and professionally. I’m sure you’ll get some great notes from this. Also, how many of this have said to our spouse “Heh Hon, I’m going to start a business, “trust me I have a plan”, there’s this opportunity and I know what I’m doing? As accounting professionals, it makes sense we’d create the business plan & proforma. But what happens when things don’t go as planned? Are you ready to pivot and following the numbers? Marketing can change so we need to be ready and willing to go where the clients are. Adam shares some great ideas and shares some good examples. Enjoy this next episode of this podcast, building the premier accounting firm! Your Host: , president of Our Guest: Adam Farnsworth, CPA Adam Farnsworth has been working as a CPA since 2015 after he completed his master's degree at the University of Utah and his undergraduate degree at Colorado State University. As the founder of Leaf Specialty Tax Consultants, he has built a team that saves companies millions of dollars annually by identifying tax credit savings. Leaf Specialty Tax Consultants was born after founder Adam Farnsworth saw a need for businesses to have a better way to access and claim Research and Development (R&D) Tax Credits. Across the United States, companies are using innovation, technology, and research to make the world a better place. By creating a consulting business for R&D Tax Credit, LEAF wants to provide a way for businesses to have the advantage of a tax credit expert to provide computation and substantiation guidance surrounding Section 41 of the Internal Revenue Code (IRC) and affiliated code sections, court cases, regulations, and affiliated state tax credits. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Speak with Adam regarding the possibilities related to R&D tax credits. You can reach him directly or schedule a time that is convenient for you at: Book recommendation mentioned in the discussion, Off quality tax services becoming a certified As you work ON your business consider applying the proven principles from for a successful accounting, bookkeeping & tax business. Creating your proforma. 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/21026066

5 Steps to Building Client Trust in Accounting w/ Shady Abboud 01/21/2026

5 Steps to Building Client Trust in Accounting w/ Shady Abboud Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center. Today, Roger sits down with Shady Abboud, to discuss his unique path into accounting, blending entrepreneurial experience with finance expertise. Shady highlights the distinction between bookkeeping and CFO advisory services, emphasizing the strategic role of a CFO in business growth and decision-making for SMBs. Learn how a niche in e-commerce can boost success. In This Episode: 00:00 Welcome Shady 01:31 Shady’s Entrepreneurial Journey to Accounting 05:36 The Strategic Accountant’s Perspective 10:09 Bookkeeping vs. CFO Advisory Services 13:50 When a Business Needs a CFO 17:46 Key Performance Indicators for Businesses 20:21 The Value of CFO Client Relationships 23:07 Managing Bookkeeping and Advisory Businesses 27:06 The Niche Advantage: E-commerce Accounting 31:00 Empathy in Client Relationships 35:42 The Bookkeeping Business Experience 39:48 Gratitude and Supporting Entrepreneurs 42:14 Closing Thoughts: Specialization and Mindset 47:00 Podcast Wrap-up and Resources Key Takeaways: Understand your business owner clients’ goals beyond just numbers for better financial advice. Differentiate bookkeeping as compliance-focused and CFO advisory as forward-looking strategic analysis. Recognize signs a business needs a CFO, especially during periods of rapid growth, contraction, or strategic pivots. Prioritize gross profit margin as a core KPI to assess business efficiency and impact of external factors like inflation. Cultivate empathy and build trusting relationships with clients to foster open communication and address challenges effectively. Featured Quotes: “My strongest suit was always accounting and finance. So I decided to go into that route exclusively and I really enjoyed it.” — Shady Abboud “The CFO or the fractional CFO is the CEO’s best friend because he’s having a conversation with the business owner that no one else is having.” — Shady Abboud “We are more than just a provider. We are their partner. And sometimes one of the most important pieces in their business.” — Shady Abboud Behind the Story: Shady offers a look into his evolution from a corporate role to launching and selling two businesses, including a restaurant. This hands-on experience of “wearing all the hats” gave him a rare perspective that traditional accountants often lack. He discovered his knack for finance and his ability to translate complex financial concepts into understandable insights for business owners, leading him to establish his own accounting and advisory firms. His story highlights the personal and professional shifts that paved his way to becoming a strategic financial partner. 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 the Shady on LinkedIn: 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/39805605

This Week on BPAF : Shady Abboud 01/19/2026

Building the Premier Accounting Firm

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