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.
info_outline
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
info_outline
This Week on BPAF : Michelle Weinstein
01/26/2026
This Week on BPAF : Michelle Weinstein
Join us this Wednesday for a new episode where Roger discusses how to stop undercharging in your firm with Michelle Weinstein.
/episode/index/show/premieraccountingfirmuac/id/39868575
info_outline
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
info_outline
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
info_outline
This Week on BPAF : Shady Abboud
01/19/2026
This Week on BPAF : Shady Abboud
Join us this Wednesday for a new episode where Roger discusses differences between bookkeeping and CFO adisory services with Shady Abboud.
/episode/index/show/premieraccountingfirmuac/id/39793540
info_outline
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
info_outline
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
info_outline
This Week on BPAF : Brad Farris
01/12/2026
This Week on BPAF : Brad Farris
Join us this Wednesday for a new episode where Roger discusses finding balance between work and life with Brad Farris
/episode/index/show/premieraccountingfirmuac/id/39690965
info_outline
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
info_outline
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
info_outline
This Week on BPAF : Rusty Fulling
01/05/2026
This Week on BPAF : Rusty Fulling
Join us this Wednesday for a new episode where Roger has a great conversation with Rusty Fulling.
/episode/index/show/premieraccountingfirmuac/id/39606800
info_outline
Rewind : Embracing Life’s Challenges w/ Lindsay Kline
01/03/2026
Rewind : Embracing Life’s Challenges w/ Lindsay Kline
Join us as we revisit this conversation from 2021! We each have our story and Lindsay is no different. Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping business while in school. She has done so much and is willing to share. Lindsay and Roger discuss the experiences we have in life and what we can do to make lemonade. We all have choices to make and opportunities to embrace. Listen as they cover what clients need to receive from us as bookkeeping experts to retain them. Also pay attention to the two sales tips. You don’t want to miss this great episode. Also listen for the special offer related to tech stacks and to nurture your leads to become clients. Your Host: , president of Our Guest: Lindsay Kline is the President of her bookkeeping practice, Sakline (suh-kline), Founder of the , and the host of the . Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: As mentioned, we’d like to also Invite to listen to Lindsay’s podcast, on: Also, how are you leveraging your social media presence, developing your tech stack to automate your tasks related to marketing and sales to building your list of clients? Great questions! Don’t miss this informative webinar to help you understand and apply proven principles to get the clients you deserve 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/20540246
info_outline
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
info_outline
This Week on BPAF : Leeroy Beeby
12/29/2025
This Week on BPAF : Leeroy Beeby
Join us this Wednesday for a new episode where Roger discusses improving bookkeeping accuracy with Leeroy Beeby.
/episode/index/show/premieraccountingfirmuac/id/39560395
info_outline
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
info_outline
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
info_outline
This Week on BPAF : Ken LaCroix
12/22/2025
This Week on BPAF : Ken LaCroix
Join us this Wednesday for a new episode where Roger discusses implementing adisory services in your accounting practice with Ken LaCroix.
/episode/index/show/premieraccountingfirmuac/id/39490755
info_outline
Rewind : What Story Are You Telling? w/ Aleya Harris
12/20/2025
Rewind : What Story Are You Telling? w/ Aleya Harris
Join us as we revisit this conversation from 2021! Why is it we each enjoy a great story? From plays, to shows and movies we are drawn to stories we relate to, in fact, we are especially drawn to those we can see ourselves relating to the heroes. So how does this apply to marketing accounting services? Listen as Aleya and Roger discuss a proven framework that you can apply story telling principles to the narrative we tell in our marketing to help clients relate better to what we do and how in time it can benefit them. It’s time to grow the business, help the clients we have and empower them to become the heroines they are. So, which mentor or guide are you for your accounting, bookkeeping and/or tax clients? Your Host: , president of Our Guest: Aleya Harris Aleya Harris, CPCE is a powerhouse Storybrand Certified Guide, empire-building owner of Flourish Marketing, award-winning marketer, sought-after speaker, mic-drop copywriter, and woo enthusiast. She’s committed to helping entrepreneurs get out of the never-ending grind so they can tap into their heart’s purpose and live a life that uplifts their soul. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Book Recommendations: · Be sure to learn and apply the principles found in the to help accounting professionals have the premier accounting firm in their area. 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/20540096
info_outline
3 Ways To Attract High-Value Accounting Clients w/ Marie Torossian
12/17/2025
3 Ways To Attract High-Value Accounting Clients w/ Marie Torossian
Roger Knecht is joined by Marie Torossian, founder of The Profit Lab, to discuss strategies for accounting professionals to grow successful businesses on the latest episode of Building the Premier Accounting Firm. They cover topics from differentiating services like CFO advisory and coaching to attracting high-value clients with strong growth mindsets, emphasizing the importance of clear communication and accountability. In This Episode: 00:00 Introduction and Torossian’s Background 02:08 Path to Entrepreneurship 05:30 Profit Lab’s Genesis and Separation 09:14 Coaching, Advisory, and Consulting Defined 14:29 Setting Clear Client Expectations 19:43 Attracting High-Value Clients and KPIs 25:35 Building Credibility and Explaining Value 31:00 Uncovering Client Blind Spots and Personal Impact 38:16 Applying Financial Insights and Entrepreneurial Freedom 43:19 Gratitude, Resources, and Call to Action 49:03 Becoming a Profit and Growth Expert Key Takeaways: Differentiate accounting services (bookkeeping, tax, CFO, advisory, coaching) to set clear client expectations. Attract high-value clients by seeking those with a growth mindset who see value in financial insights. Implement 10X strategies and sales processes to improve client onboarding and reduce confusion. Leverage non-financial KPIs, such as leads and marketing channels, to provide holistic business guidance. Cultivate omnipresence through consistent content and testimonials to build trust and credibility. Featured Quotes: “I didn’t know accounting was actually a class.” — Marie Torossian “Our industry needs all of this information. I want to be a coach and I want to bring all of the 10X strategies, money mindset, all the marketing, sales, and really help our community of accountants, bookkeepers, and CPAs.” — Marie Torossian “Coaching brings the accountability.” — Roger Knecht Behind the Story: Marie’s background began with practical experience in her father’s businesses, leading her to discover accounting as a profession. Her career evolved from audit and corporate CFO roles to launching her accounting firm and eventually The Profit Lab, a coaching business. She emphasizes the importance of clear service definitions, strategic marketing, and understanding client psychology for sustained growth and personal fulfillment. 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 complete assessment and a 30min review of the assessment of your money mindset, marketing and sales skillset: 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/39435235
info_outline
This Week on BPAF : Marie Torossian
12/15/2025
This Week on BPAF : Marie Torossian
Join us this Wednesday for a new episode where Roger discusses taking action with Marie Torossian.
/episode/index/show/premieraccountingfirmuac/id/39406810
info_outline
Rewind : Yep, from Bartender to Tax & Accounting Specialist w/ Alyssa Lang
12/13/2025
Rewind : Yep, from Bartender to Tax & Accounting Specialist w/ Alyssa Lang
Join us as we revisit this conversation from 2021! Listen as Alyssa shares her story along with the lessons learned to build a successful accounting business. Alyssa and Roger discuss the unforeseen challenges and the corresponding solutions to address each. From workflow, systems to client relations and everything in between. Consider this, finding someone to be front facing and interacting with clients in a way that meets our expectations and standards can be a hard, but they do exist. We can build a business that thrives without us working within it doing the day-to-day tasks. Sit back and enjoy the conversation in this next episode of “Building the Premier Accounting Firm”. Your Host: , president of Guest Name: Alyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems, and processes. As a result, they can run their practices on autopilot, stress less and save time! After being in the accounting world for five years, Alyssa struggled with streamlining her practice. She felt frustrated and nervous and couldn’t sleep at night not knowing where her client work would come from. She was overwhelmed by all the daily tasks, lost track of work and just couldn’t keep up. Alyssa hit a wall and decided to make a change, so she started to automate her practice by creating workflows, systems, and processes. She was then able to run her practice and take on more clients, scale and provide excellent service in the process! These days Alyssa’s a full-time educator. She’s also an Asana Certified Pro and her courses and resources have helped hundreds of bookkeepers and accountants worldwide! Fun fact: Alyssa’s a certified skydiver and is obsessed with great white sharks + is mildly OBSESSED with Deadpool! Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: group coaching program that will begin its first cohort on November 1, 2021. This program is meant to help bookkeepers and accountants to scale bigger, hire better and breakthrough to the next level. We will be providing weekly coaching calls with myself and my team, there will be a program included, homework reviews, detailed assets to use to build next level systems and operations for their firm. The intention of this program is to help gear them to creating a firm that can run without them. Also learn more about the tech stack you should be using to effectively market your business to get the clients you deserve. Attend this information packed webinar which is the . In it you will learn how to leverage your online presence to get new clients. There is a for accounting professionals to help you run a success . 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/20497574
info_outline
The Secret to Explaining Your Accounting Pricing w/ Laura Shepherd
12/10/2025
The Secret to Explaining Your Accounting Pricing w/ Laura Shepherd
On this edition of Building the Premier Accounting Firm, Roger Knecht and Laura Shepherd, founder of Momentum BK, discuss pricing strategies for accounting firms, focusing on Shepherd’s “Pricing with Purpose” philosophy. Learn how to categorize services, build confidence, and avoid common pricing pitfalls to grow your accounting business. In This Episode: 00:00 Introduction to Pricing with Purpose 03:49 Categorizing Accounting Services for Pricing 08:42 Deep Dive into Service Categories 14:43 Mindset Shift for Accounting Professionals 19:05 Real-World Pricing Success Stories 24:38 The Importance of Confidence and Explanation 29:45 Entrepreneurial Journey and Gratitude 34:29 Future Goals and Elevating the Profession 38:40 Closing Thoughts and Call to Action 42:45 Podcast Conclusion and Resources Key Takeaways: Assess your services to define clear value for clients. Categorize offerings into task management, compliance, and advisory for transparent pricing. Adopt an entrepreneurial mindset to confidently set and explain your fees. Understand specific client needs and industry compliance for accurate pricing. Leverage clear communication to build client trust and increase revenue. Featured Quotes: “If I can’t explain it, it doesn’t exist.” - Laura Shepherd “You’re not a bookkeeper. You are an accounting entrepreneur who provides bookkeeping services.” - Laura Shepherd “I want to create more opportunities to reach those people where they are.” - Laura Shepherd Top 3 Highlights: Pricing with Purpose: Understand and articulate the value of your services to clients, moving beyond arbitrary fee setting. Service Buckets: Segment services into necessary, compliance-based, and advisory levels to offer clear, structured pricing. Entrepreneurial Mindset: Adopt the perspective of a business owner to manage profitability and confidently communicate your worth. 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: With the purchase of the Pricing with Purpose Webinar & Workbook ($49.00) And receive the bonus tool of "Pricing with Purpose Checklist". Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a today: – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. In addition to becoming an author, see what you can do to follow the . After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. Topical Newsletters: Lastly, get your to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value. For Additional FREE Resources for accounting professionals Be sure to join us for , the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss. Remember this, . Listen to our next episode and be sure to . Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777
/episode/index/show/premieraccountingfirmuac/id/39351180
info_outline
This Week on BPAF : Laura Shepherd
12/08/2025
This Week on BPAF : Laura Shepherd
Join us this Wednesday for a new episode where Roger discusses pricing with purpose with Laura Shepherd.
/episode/index/show/premieraccountingfirmuac/id/39317570
info_outline
Rewind : Helping Business Owners Go From A Job To A Lifestyle w/ Ken Mann
12/06/2025
Rewind : Helping Business Owners Go From A Job To A Lifestyle w/ Ken Mann
Join us as we revisit this conversation from 2021! There are 3 key elements when explaining accounting services so that business owners can understand the value of the work we do, and Ken helps us understand why we need to emphasize each of them in our marketing. As Ken and Roger speak, we are also reminded that this is a personal business. Even more important than the accounting skills we use to take care of our clients it’s the relationships we build that are equally important. Consider this, Ken shares an interesting perspective, think of tax like this: “Taxes I like the report card on the test you took last year.” So with that in mind, how do you work with your clients to help them score the best they can year after year. Listen in and enjoy this next episode of Building the Premier Accounting Firm. Your Host: , president of Guest Name: Ken Mann, along with his wife Gina Mann, EA, CFP®, own Freedom Financial Solutions LLC. Ken is a Profit & Growth Expert, helping his clients to increase their profits, reduce their taxes, so they can have money in the bank when they need it. Ken and Gina specialize in small business 100% accounting and IRS/NYS tax problem representation. Ken is an Intuit Certified QuickBooks ProAdvisor in both the desktop and online versions. Ken does private QuickBooks training, company setup, and specializes in catch-up and cleanup projects. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: In the episode we heard Ken share they have been leveraging Facebook to grow the business and get clients. It’s intentional and deliberate. Just this last year, 40%+ have come from Facebook alone. Learn more how you can use social media to get the tax and accounting clients you deserve. Understand how an effective accounting tech stack can help you automate the process and manage the leads you receive through the nurture process to become paying clients. This is just part of the journey of . Ken was great at sharing his journey from to becoming a and . See how this also applies to your journey as you build the premier accounting business in your area. Also, join the community of accounting professionals within Facebook in this closed group, . 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/20399261
info_outline
Why Most Accountants Fail to Scale (And How to Fix It) w/ Lahari Neelapareddy
12/03/2025
Why Most Accountants Fail to Scale (And How to Fix It) w/ Lahari Neelapareddy
In this episode of Building the Premier Accounting firm, host Roger Knecht discusses building a premier accounting firm with guest Lahari Neelapareddy, founder of Tax Hero and LN Accounting Advisors. They cover Lahari’s journey from public accounting to specializing in e-commerce and consumer packaged goods, emphasizing the value of niche marketing and advisory services over traditional compliance work. Lahari shares insights on sustainable growth, avoiding burnout, and the importance of continuous learning for accounting professionals. In This Episode: 00:00 Introduction and Guest Spotlight 01:43 From CPA to Entrepreneur 03:13 Starting an Accounting Firm 07:14 Small Business Accounting Challenges 08:52 Evolving Service Offerings and Specialization 12:33 Niche Marketing and Tax Hero 17:32 CFO and Advisory Services 20:24 Defining CFO Advisory Value 26:15 Client Relationships and Pricing 29:58 Lessons Learned: Sustainability Over Growth 33:23 Closing Thoughts and Resources Key Takeaways: Specialize in a niche industry to enhance marketing and scalability, as Lahari did with e-commerce and CPG brands. Prioritize value-added services like CFO and advisory over compliance work to increase client retention and pricing. Define clear service packages and scope of work to manage client expectations and minimize scope creep. Focus on sustainable growth, emphasizing efficiency and maintaining passion to avoid burnout, rather than solely chasing rapid revenue. Continuously Learn through podcasts, mastermind groups, and peer interactions to stay updated and avoid reinventing processes. Featured Quotes: “I didn’t think I would start an accounting firm. Because when I thought of people that owned accounting firm, I only thought tax, right? Like people that are CPAs that do tax returns at their desk. And the image is like very boring is the image that most people get, right?” - Lahari Neelapareddy. “I wanted to add value to my clients. I think that was always there. And the second thing was like, I wanted like a good work culture that I think is maybe still lacking in big four and the public accounting world, but definitely was lacking in the time that I was there.” - Lahari Neelapareddy. “Sustainability over growth sometimes, right? Because growth will come automatically, but you need to make sure that you don’t lose that passion and that you’re sustaining it.” - Lahari Neelapareddy. 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’d love to offer two resources to your audience. First, a free discovery call—whether you’re an e-commerce business wanting to simplify sales tax or an accountant interested in partnering with us, you can book a time with me at Second, you can download our up-to-date Economic Nexus Chart, a quick guide to understanding sales tax nexus across the US, at For more information related to Lahari consider the following: TaxHero: , and LN Accounting: 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/39247305
info_outline
This Week on BPAF : Lahari Neelapareddy
12/01/2025
This Week on BPAF : Lahari Neelapareddy
Join us this Wednesday for a new episode where Roger discusses starting businesses with Lahari Neelapareddy
/episode/index/show/premieraccountingfirmuac/id/39216890
info_outline
Diversify for Profit: Get More Money Out of Your Business w/ Steve Selengut
11/26/2025
Diversify for Profit: Get More Money Out of Your Business w/ Steve Selengut
Welcome to another episode of the Building the Premier Accounting Firm podcast. Today Roger Knecht and Steve Selengut discuss the core differences between finance and accounting, and how to build income independence. Learn about the four key financial risk minimizers and the importance of an abundance mindset in investing to achieve financial freedom from Roger and Steve. In This Episode: 00:00 Introduction to the Show and Guest 01:20 Finance vs. Accounting and Diversification 04:49 Path to Income Independence 07:25 Defining Income Independence and Mindset 09:05 Scarcity vs. Abundance Mindset 13:38 Diversifying Beyond Business and Selling Practices 19:20 Four Financial Risk Minimizers 24:29 Pre-tax vs. Post-tax Retirement Decisions 27:03 How Much to Invest & Importance of Early Start 31:39 Department Store Analogy for Investing 35:31 Accounting Professionals & Client Wealth Building 40:02 Guiding Lights and Life Changes from Investing 42:39 Mindset as Key Takeaway & Closing Thoughts 49:53 Universal Accounting Resources and Invitation Key Takeaways: Distinguish between finance (asset growth, income production) and accounting (tax optimization for money and processes). Diversify investments outside of your primary business to create multiple income streams for retirement. Adopt an income-focused mindset, prioritizing dependable cash flow over market value fluctuations. Implement the four financial risk minimizers: quality security selection, broad diversification, consistent income production, and timely profit taking. Consider Roth accounts for younger individuals and match employer 401k contributions, investing additional savings into a personal income-focused portfolio. Featured Quotes: “Income independence is the point in time where it doesn’t matter to you whether the stock market is going up and down or interest rates are trending upward or downward.” — Steve Selengut “My focus is not so much on the value of the stuff, but the income that it produces.” — Steve Selengut “More income, really. There’s an expression right on the COVID of the book, Retirement Money Secrets. It says, Market Income fuels the yacht. You got to get there.” — Steve Selengut 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: To learn more about Steve and what we discussed today feel free to check out his website: 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/39145825
info_outline
This Week on BPAF : Steve Selengut
11/24/2025
This Week on BPAF : Steve Selengut
Join us this Wednesday for a new episode where Roger discusses getting more money out of your business with Steve Selengut.
/episode/index/show/premieraccountingfirmuac/id/39145685
info_outline
Rewind : Payroll, a Profitable Service That Is Often Overlooked w/ Scott Nelson
11/22/2025
Rewind : Payroll, a Profitable Service That Is Often Overlooked w/ Scott Nelson
Join us as we revisit this conversation from 2021! Let’s do the math, identify the opportunity, and determine the how best to complement the accounting services offered to profitably meet the demand. When working with small business owners it’s often assumed that payroll will be included as part of the accounting services provided, so what is your answer or solution? Often, cash flow management and payroll are the two most common challenges faced by business owners. Are you prepared to meet that demand to grow your business and get the clients you deserve? Let’s talk about a tech stack and love languages. This is an episode you don’t want to miss. Listen as Scott Nelson and Roger Knecht discuss the business of accounting in a new light. This is one you’ll enjoy! Your Host: , president of Guest Name: Scott is a pioneering leader with a rare gift for connecting people together to accomplish unique and exciting tasks. He has successfully founded a socially beneficial investment fund, raised over $600,000 for charitable organizations, and launched no less than seven different community groups. Professionally, Scott uses his pioneering leadership to create partnerships with accounting professionals and their firms, helping them to launch or grow their business through Patriot’s software. Patriot provides fast, easy, and affordable accounting and payroll software for small businesses and their accountants. Why? After a rough start-up experience, Patriot knows firsthand what small businesses need in order to break through and achieve success. So Patriot created a software service to help you keep the two things you don’t have enough of–time and money. Sponsors: Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: is best known for its payroll software and is growing rapidly through its partner program for accounting professionals. See why so many accountants and bookkeepers choosing today! Take the time to review the for accounting professionals. As such you’ll see how to effectively start and build the premier accounting firm in your area. In addition to the obvious also consider . Learn the effective ways to market and sell accounting service to go your business with new clients. Also go beyond traditional accounting services to also become for your clients the trusted strategic advisor they need today, their Mentioned in the episode is the ”, understand today! Also , what are we really doing and saying. 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/20396576
info_outline
Take Control of Tax Season: The Tax Goddess’ Gameplan w/ Shauna Wekherlien
11/19/2025
Take Control of Tax Season: The Tax Goddess’ Gameplan w/ Shauna Wekherlien
In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Shauna Wekherlien, known as the Tax Goddess, a top 1% US tax strategist, to discuss building a premier accounting firm. They explore Shana’s journey from astrophysics to tax, the power of branding, writing a book for client authority, and strategies for effective tax planning versus preparation. In This Episode: 00:00 Introducing Shana The Tax Goddess 02:02 From Astrophysics to Tax Goddess 05:09 The Accidental Brand: Tax Goddess 09:52 Overlooked Tax Deductions for Businesses 15:00 Tax Preparation vs. Tax Planning 22:24 Managing Tax Audits and Offshoring 29:26 The Entrepreneurial Journey & Gratitude 39:37 Closing Thoughts and Resources Key Takeaways: Build a thriving accounting firm by focusing on quality services and proper pricing. Develop a unique brand to distinguish your business and attract ideal clients. Leverage a book as a “calling card” to establish authority and pre-qualify clients. Differentiate between tax preparation and tax planning to clearly define client expectations. Consider offshore teams to manage administrative tasks and support growth efficiently. Featured Quotes: “If your mama, your goddess gets upset, what do you do? You figure it out, right?” — Shauna Wekherlien “In today’s day and age, writing a book is effectively a really long calling card.” — Shauna Wekherlien “Do what makes you feel in love with life.” — Shauna Wekherlien Behind the Story: Shana recounts her personal motivation for entering the tax profession after seeing her mother struggle with tax issues. This led her to challenge traditional firm structures and build her own company, Tax Goddess Business Services PC, in 2004. Her unique brand, “The Tax Goddess,” emerged serendipitously during a networking event, demonstrating the power of authenticity in business. She further cemented her authority by writing “The 6% Life,” a narrative-driven book designed to educate and attract clients. 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: Shauna, the Tax Goddess, CPA, MTax, CTC, CTP, CTS, Top 1% The 6% Life is a way for business owners and entrepreneurs to reduce their taxes to pay 6% or less every year by using the same strategies, tactics, and day-to-day financial changes that Shauna cultivated over her last 25 years in becoming a leader in the https://www.amazon.com/Life-Strategies-Successful-Entrepreneurs-Consistently/dp/0996032916 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/39088965