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.

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

Rewind : From Cab Driver to Successful Tax Professional w/ Steve Moskowitz 01/17/2026

Rewind : From Cab Driver to Successful Tax Professional w/ Steve Moskowitz Join us as we revisit this conversation from 2021! Do we really understand the purpose of the US tax code? Often our clients are frustrated with the laws and how it affects them individually. Can you explain to them why it is and how they can legally minimize their tax liability? Steve & Roger have an informative and fun discussion about starting a tax career, the struggles opening a tax business and the successes that followed. This is a journey you need to hear. Listen for how you can also become a professional and accessible as a tax preparer, it’s what our clients need. Your Host: , president of Our Guest: Stephen M. Moskowitz Steve Moskowitz knows that clients’ lives – and livelihoods – can be upended or even destroyed when tax trouble arises. As a tax attorney for more than 30 years, Steve has made it is his personal mission to help business owners and individual clients successfully resolve tax issues and go on with their lives. With extensive knowledge of tax law, a desire for swift and vigorous defense, and decades of experience with tax authorities and in the courts, he has an unusually perceptive judgment in assessing the best way forward, and the right resources to achieve resolution. Steve because he saw that while big corporations were consistently navigating the tax code to their advantage, smaller businesses and individuals were not. With prior experience as a CPA at a national accounting firm, and with extensive experience in the corporate world, Steve knew he could help smaller businesses and individuals by applying what he knew, and wanted to make the critical difference in businesses and individual lives that protected them from the powerful government and enabled them to keep and enjoy the fruits of a lifetime of work that otherwise could be taken away from clients by the government in just one action. Today – together with a full team of tax attorneys, CPAs, enrolled agents and other professional staff – Moskowitz LLP helps business and individual clients across the country and to resolve a wide variety of tax matters. The Moskowitz LLP team also creates strategies to utilize the tax code and relevant treaties to clients’ benefit, and provides ongoing tax support and Steve understands that clients need high quality representation but do not have unlimited budgets, and that cost predictability is important. Unlike most firms, their clients pay a flat fee and are not subject to hourly rates. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Reach out to Steve directly with any questions you may have. He’s offered to help Accounting professionals with your legal questions: OR call 888-tax-deal It’s also time to become a certified . Get the training and certification to show you are proficient in tax planning and preparation for both individual and business returns. Also gain the confidence to start and build your business offering quality tax services. Realize this, you can be in business for yourself but not by yourself with Universal. 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/20945579

Grow Your Firm to $5M: The Shift from Hustle to Leadership w/ Brad Farris 01/14/2026

Grow Your Firm to $5M: The Shift from Hustle to Leadership w/ Brad Farris In the latest episode of Building the Premier Accounting Firm, host Roger Knecht and business coach Brad Farris discuss how accounting firm owners can scale their business beyond the $1-2 million mark by shifting from hustle to leadership. They explore overcoming workaholism, delegating effectively, and finding fulfillment outside daily operations to build a premier accounting firm. In This Episode: 00:00 Welcome Brad Farris, Expert on Scaling 02:04 Building Trust with Clients 03:02 From Hustle to Leadership 05:12 The High of Spinning Plates 08:02 Identity Shift: From Doer to Enabler 12:44 Evaluating Success Beyond Daily Tasks 15:24 Course: Build a Successful Accounting Business 16:29 Empowering Your Team and Avoiding Bottlenecks 19:01 Life Beyond Work: Recharging and Identity 22:58 Free Book: In the Black 23:57 Daily, Hourly, Monthly Recharge Habits 29:56 Work Obsessed to Healthy Life 33:43 Book: Red to Black for Accounting Professionals 36:15 Intentional Living and 2% Improvements 42:25 Recap and Final Thoughts 46:29 Resources and Invitation to GrowCon Featured Quotes: “Success is driven less by what you do than who you decide to be.” - Brad Farris “No one cares how much you know until they know how much you care.” - Roger Knecht “If I’m coming in and doing your job, why do I need you?” - Roger Knecht Behind the Story: Roger Knecht welcomes Brad Farris, an expert in helping accounting firm owners scale their businesses from $1-2 million to $3-5 million. Brad explains that the biggest obstacle to growth is often internal, requiring a shift in identity from a doer to a leader. He shares insights on fostering team independence, dealing with the addictive nature of work, and the importance of personal fulfillment outside the business. Top 3 Highlights: Shift to Leadership: Stop doing everything yourself and empower your team for scalable growth. Overcome Workaholism: Find healthy sources of fulfillment outside work to enhance creativity and reduce stress. Delegate Effectively: Learn to trust your team and define clear roles to avoid being the bottleneck. Share This Episode: Ready to scale your accounting firm and reclaim your life? 🚀 Listen to this episode with Brad Farris on Building the Premier Accounting Firm for insights on leadership, delegation, and well-being! #AccountingFirm #BusinessGrowth #Leadership #WorkLifeBalance #Podcast 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 business assessment: 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/39723860

This Week on BPAF : Brad Farris 01/12/2026

Rewind : Going Beyond Bookkeeping Services w/ Shannon Beck 01/10/2026

Rewind : Going Beyond Bookkeeping Services w/ Shannon Beck Join us as we revisit this conversation from 2021! For Shannon working with clients involves more than just providing quality reports, it’s doing so much more than the client initially expects. Listen as Roger and Shannon consider what bookkeeping is today and how it can be so much more when we consider engaging with clients as their CFO, advisor and coach. Ask yourself this, what perspective do you bring to the relationship and what suggestions do you offer? Moving beyond bookkeeping, accounting to offer CFO related advisory and coaching services is a continuous and deliberate exercise. Consider pricing your services profitably, over delivering and so much more. This is a conversation you don’t want to miss. Get ready to take some notes. Your Host: , president of Our Guest: Shannon Beck Shannon Beck is the President of Professional Accounting Solutions, Inc. Shannon is a Management Accountant, a Professional Bookkeeper, and a Profit Expert. He graduated from Brigham Young University in 2001 and co-founded his company in 2004 with his wife Tina who is the Vice-President and CFO of Professional Accounting Solutions. He has served as an official judge for Grow America Ventures to support entrepreneurs and he hosted his first event with Billionaire Alan E. Hall as his keynote speaker. He has been running Professional Accounting Solutions now for 17 years. Shannon loves working with small to medium size businesses who want to increase financial performance. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Professional Accounting Solutions is offering a 30-Minute Q&A Consulting Session on “How to obtain higher quality clients to get paid what you’re worth.” Learn how to confidently and competently offer quality accounting services at a price you deserve. Get better quality clients and spend less time working. Visit their website at or email Shannon@TheProfitExperts.com to arrange for a 30-minute Q&A Consulting Session. Each 30-minute Q&A Consulting Session is $150.00. However, if you schedule your Q&A session using the Promotional Code: ProfitExperts365 you will get a 50% discount on your first 30-minute session. Also 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: – e-book Lastly, get the support you need to be in business for yourself but not by yourself with Universal. This is . The mentoring, support and coaching owners of accounting business need! For Additional FREE Resources for accounting professionals Join us for our next 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/20876099

Accountant to CFO: Transform Your Firm with Advisory Services w/ Rusty Fulling 01/07/2026

Accountant to CFO: Transform Your Firm with Advisory Services w/ Rusty Fulling Welcome to another episode of the Building the Premier Accounting Firm podcast. In today’s episode host Roger Knecht and his guest Rusty Fulling explore the world of CFO advisory services, moving beyond traditional accounting to help businesses achieve clarity, growth, and peace of mind. Discover how to transition into a strategic advisor role and build lasting client relationships on this episode. In This Episode: 00:00 Introduction to Rusty Fuling’s Expertise 03:08 Defining CFO & Advisory Services 07:23 Confidence in Advisory: Lessons Learned 11:14 Beyond Numbers: Making an Eternal Impact 15:18 CFO Service Pricing & Engagement 19:18 Client ‘Arrival’ and Lifelong Learning 25:37 Recharging Through Service & Missions 30:25 Finding Mission in Your Business 34:04 Five Lessons for Long-Term Success 38:16 Closing Thoughts & Resources Key Takeaways: Define outsourced CFO services by focusing on clarity, profit growth, and peace of mind for clients. Implement intentional leadership principles in your own firm before advising clients on them. Practice patience and learn from experiences, understanding that growth takes time and effort. Structure CFO engagements with value-based pricing models, such as monthly retainers with a percentage of revenue. Cultivate deep, relationship-based services that address clients’ personal and professional challenges. Featured Quotes: “You helped me sleep at night.” -Rusty Fulling “Sometimes you just have to start. Don’t wait for perfection.” -Rusty Fulling “Maybe the mission that God has for you is the business he’s already given you.” -Rusty Fulling 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 the Free Cash Flow Tool 5 Minute Business Health Assessment: 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 you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to your services effectively and get the clients you deserve. This is a webinar you don’t want to miss. and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777 /episode/index/show/premieraccountingfirmuac/id/39637270

This Week on BPAF : Rusty Fulling 01/05/2026

Rewind : Embracing Life’s Challenges w/ Lindsay Kline 01/03/2026

Fix QBO Errors Fast: Boost Your Bookkeeping Accuracy w/ Leeroy Beeby 12/31/2025

Fix QBO Errors Fast: Boost Your Bookkeeping Accuracy w/ Leeroy Beeby Thanks for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger is joined by Leeroy Beeby, co-founder of Level, an error detection software for QuickBooks Online. They discuss how niching down services and using technology like Level can improve margins and streamline operations, even amidst the evolving landscape of AI in accounting. In This Episode: 00:00 Welcome & Guest Introduction 01:21 Leroy’s Path to Accounting 03:10 Starting a Construction Accounting Firm 05:45 Keys to Firm’s Rapid Growth 07:20 Hiring Lessons Learned 10:52 Transition to Tech: Level Copilot 14:03 AI & Automation in Bookkeeping 16:16 Level Copilot vs. QuickBooks Online 18:53 Implementing New Technology 21:37 Roger’s Tech Implementation Insights 23:55 Surprises from Level Copilot Use 25:52 Accounting Firm vs. Software Company 27:36 QuickBooks Online’s Impact on Tech 29:38 Improving Firm Margins Today 31:02 Gratitude and Future Outlook 32:18 Future of Accounting & Calls to Action 34:53 Conversation Summary & Closing Thoughts 37:38 Final Words & Resources Key Takeaways: Niche Down: Focus on specific client needs, like job costing for construction, to drive growth and attract ideal clients. Hire Smart: Implement a multi-stage interview process, including case studies, to ensure cultural fit and technical proficiency. Embrace Technology: Leverage software like Level to proactively identify errors, improve team communication, and enhance service quality. Optimize Margins: Understand your ideal customer, say “no” to bad clients, and increase prices for valuable services to improve profitability. Stay Optimistic: Maintain a positive outlook and adapt to changes in the industry, including the rise of AI, viewing them as tools to enhance efficiency. Featured Quotes: “Trying to help my parents with their problems, I pursued a career in accounting.” — Leeroy Beeby “Niching was really important. Understanding, like, hey, you know, we were solving a very specific problem at that time and we could sell that quite easily to contractors.” — Leeroy Beeby “Level is the icebreaker for the questions to be asked on like, okay, well, what’s the correct process for this?” — Leeroy Beeby 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: Receive a 25% discount on your subscription: 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 where 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/39560420

This Week on BPAF : Leeroy Beeby 12/29/2025

Rewind : Applying Lessons from Military Service In Business w/ Richard Crawshay 12/27/2025

Rewind : Applying Lessons from Military Service In Business w/ Richard Crawshay Join us as we revisit this conversation from 2021! After years of service in the military and life experiences Richard shares what he has learned and how it applies in business. This is a great conversation and adaptation that we all need to hear. Listen as Roger discusses with Richard the two things that he feels he learned from his military service that he applies daily in his life personally and professionally. He is spot on! They also share their thoughts related to helping and serving others. How it is fulfilling and why we should each find opportunities to give back. Lastly, you need to hear about the and how it can help business leaders, accounting professionals learn how to apply strategic business principles in practice and then in real life. You are going to love it. Your Host: , president of Guest Name: Richard is a Senior Business Executive with 40+ years of experience in general management, operational management, business transformation, program management, outsourcing & organizational leadership. He has been a British Army Officer, a management consultant, an IT executive, and a High School science teacher and is currently the Chief Commercial Officer for PBS. He has worked on 3 continents, operated at account, country, sub-regional, regional & global levels in both the private and public sectors. He has demonstrated significant success in turnaround situations and transformation initiatives with an emphasis on effectives and efficiency. Colleagues would characterize him as an inspirational leader, ambitious but loyal with a laser focus on results and adept at creating the conditions for their individual and collective success. He has honed his skill in being able to rapidly structure problems, design solutions & then implement them. He lives in SW Ontario in Canada with his second wife Maria and has 3 adult children from his previous marriage. He is a keen daily runner who enjoys snow skiing and reading. Company Summary - At ProfitAbility we accelerate performance by providing highly engaging, competitive and unpredictable learning experiences which prepare people to solve real problems. We don’t teach. We don’t do case studies. We don’t do slideshows. We rapidly enable people to “learn by doing”. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Experience the art of business participating in the . This is a fun, interactive course for business leaders and accounting professionals to learn and apply strategic business principles. In addition to learning these important elements of business you’ll also participate in a competitive game as you apply what you learn as a team of business executives. using this coupon cfo50 and get ready for this amazing training. 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/20733677

Get Paid What You’re Worth with CFO Services w/ Ken LaCroix 12/24/2025

Get Paid What You’re Worth with CFO Services w/ Ken LaCroix On this episode of Building the Premier Accounting Firm, host Roger Knecht and his guest, Ken Lacroix, discuss the evolving role of accounting professionals in providing CFO and advisory services. They explore the shift from compliance to forward-thinking financial planning, leveraging technology, and the importance of storytelling in communicating financial insights to business owners. This episode offers key strategies for firms looking to add more value beyond traditional accounting. In This Episode: 00:00 Introduction to Ken Lacroix 02:00 The Anti-Accountant & Storytelling 05:17 Technology in CFO Services 09:17 From Compliance to CFO Mindset 13:50 Engaging Staff and Valuing Insights 17:09 CFO Services: Sales and Tech Stack 22:16 Pricing & Meeting Structure 27:11 Overcoming Challenges in CFO Adoption 31:00 Entrepreneurial Wisdom and Wellness 36:05 Closing Thoughts and Resources Key Takeaways: Transition from historical data entry to real-time financial analysis for better decision-making. Embrace the role of a storyteller and translator, making complex financial data understandable and actionable for clients. Leverage technology to automate manual processes, freeing up staff for higher-value advisory work. Overcome the “what if I’m wrong?” mindset by understanding that estimates, even if imperfect, provide valuable targets and earlier problem detection. Recognize the value of experience and wisdom when pricing advisory services, moving beyond hourly billing to value-based fees. Featured Quotes: “We’re that translator, that one that’s trying to take this narrative and put it into context so that they can make informed business decisions.” - Roger Knecht “The nature of accounting has been so manual. And for us, we need data that’s more granular, more timely, and basically we need it to be instant.” - Ken Lacroix “It’s a shift from being paid for being right… And now we’re asking them to be paid in essence, to be wrong, but just slightly less wrong than no estimate at all.” - Ken Lacroix Behind the Story: Ken Lacroix, with decades of experience in guiding businesses through growth and financial restructuring, offers a unique perspective on the accounting profession. His journey from “anti-accountant” to fractional CFO highlights the critical need for forward-looking financial guidance in small to mid-sized businesses. He emphasizes leveraging technology to provide real-time insights and the importance of courageous leadership to inspire staff to embrace an advisory role. 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. 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 where 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/39513280

This Week on BPAF : Ken LaCroix 12/22/2025

Rewind : What Story Are You Telling? w/ Aleya Harris 12/20/2025

Building the Premier Accounting Firm

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