Shows
Building the Premier Accounting FirmThe Middle Class Mindset: Is It Hurting Your Firm? w/ David NeagleIn this episode of Building the Premier Accounting Firm, host Roger Knecht interviews David Neagle, a mindset expert, on how accounting professionals can adopt a successful mindset to grow their businesses. Nagel shares his personal journey, emphasizing the importance of sales, delegation, and focusing on strengths to achieve financial freedom and build a thriving company. Key Takeaways: đ Shift from a worker-class mindset to an entrepreneurial mindset by claiming your authority and promoting yourself. đŻ Prioritize high-impact activities like sales and delegate tasks that donât align with your strengths. đ Focus on what you love and excel a...2025-07-2348 minBuilding the Premier Accounting Firm5 Must-Have CFO Services for Accounting Clients w/ Lera KooperJoin Roger Knecht on âBuilding the Premier Accounting Firmâ as he interviews Lera Kooper, owner of a CPA business advisory firm, about her journey of acquiring and growing accounting firms, and her strategies for offering high-value CFO and advisory services. Discover how Lera transitioned from a tax-driven model to a balanced approach, emphasizing monthly recurring revenue and strategic client relationships. Learn practical insights into firm valuation, service pricing, and team management for accounting professionals. Key Takeaways: Acquire Strategically: Focus on firms with high-growth potential and leverage technology to integrate them efficiently. Shift to Advisory: Transition from...2025-07-0941 minBuilding the Premier Accounting FirmThe 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike MilanIn this episode of Building the Premier Accounting Firm, Roger Knecht interviews Mike Milan, a cash flow expert, on uncovering hidden cash flow and building financial strength in businesses. Mike shares insights from his Clear Path to Cash framework, emphasizing communication and practical implementation strategies for accounting professionals. Key Takeaways: đŁď¸ Improve communication by translating financial jargon into understandable terms for clients. đ Identify hidden cash flow using techniques like the âCash Leak Mapâ to demonstrate value. đ Offer advisory services as a standalone revenue stream, addressing clientsâ pressing needs. đ¤ Build confidence through training and role-playing to...2025-07-0241 minBuilding the Premier Accounting FirmAccounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy AlejealIn this episode of Building the Premier Accounting Firm, host Roger Knecht and Rhamy Alejeal, founder of People Processes, discuss the importance of HR in accounting firms, addressing risk mitigation, employee productivity, and strategies for remote teams. Learn how to prioritize people to build a successful accounting, bookkeeping, and tax business in this insightful interview with one of the leading minds in the world of Human Resources. Key Takeaways: đ Evaluate HR needs by considering risk mitigation and return on labor. đ˘ Formalize performance management and onboarding structures for remote teams. đ Track key HR data points to...2025-06-2551 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesBeat the Odds: Why 80% of Small Businesses Fail & How You Can SucceedStruggling to keep your venture afloat? In this 32 min 21 sec masterclass, host Stacey Chillemi sits down with Roger Knecht, President of Universal Accounting Center, to expose the real reasons behind the 80 % failure rateâand arm you with battle-tested tactics to turn your business into a thriving success story spreaker.com In this episode, youâll discover:Top 3 financial blind spots that silently drain your cash flowA system-building blueprint that turns sporadic profits into predictable revenueSpreadsheet hacks to forecast profitability and avoid surprise cash crunchesLow-cost client-engagement strategies that boost lifetime value without extra ad spendđ Love actionable business insights? Hit Follow...2025-06-1932 minBuilding the Premier Accounting FirmValues Over Profit? The Accounting Paradox w/ Ingrid EdstromIn this episode of Building the Premier Accounting Firm, Ingrid Edstrom, Chief Empowerment Officer at Priestess of Profits, shares her journey into accounting, emphasizing the importance of relationships, values, and authentic marketing in building a successful and fulfilling accounting practice. Discover how to move beyond transactional client interactions and create reciprocal, value-driven relationships in Roger Knechtâs interview with Ingrid. Key Takeaways: â
Prioritize relationships over transactions to foster client loyalty and deeper engagement. đ Define and embody your core values to attract ideal clients and build a strong company culture. đŁď¸ Communicate authentically in your marketing to...2025-06-1847 minBuilding the Premier Accounting Firm3 Interview Hacks to Hire Accounting All-Stars w/ Mark HerschbergIn this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Mark Herschberg, author of âThe Career Toolkit,â to discuss essential skills for success, effective hiring processes, and the importance of career planning. They explore key skills like communication, negotiation, and leadership, offering actionable insights for both employers and employees in the accounting profession. Key Takeaways: đĄ Identify and assess key skills beyond technical abilities, such as communication, teamwork, and leadership, during the hiring process. đ¤ Negotiate effectively by adopting a win-win mindset, expanding the pie for mutual benefit, and understanding your BATNA (Best Alternative to a Negotiate...2025-06-1138 minBuilding the Premier Accounting FirmGet Paid What Youâre Worth through Nonprofit Accounting w/ Jeremy Van GrollIn this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Jeremy Van Groll about niching down into the nonprofit sector and building a thriving accounting business with a strong culture. Jeremy shares his journey from corporate accounting to entrepreneurship, highlighting the unique aspects of nonprofit accounting and the importance of aligning business values with client missions. Key Takeaways: đ Niche Down: Focus on a specific industry, like nonprofits, to build expertise and speak the language of your clients. đ¤ Build a Strong Culture: Define your company culture collaboratively with your team and ensure it aligns...2025-06-0446 minProfit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesCareer Mastery Blueprint: Design Your Personalized Success RoadmapOriginally released May 29, 2025, this powerful 23 m 23 s episode features host Stacey Chillemi interviewing Roger Knecht of Universal Accounting Center on how to architect a career that aligns with your strengths, goals, and values. spreaker.com In this career-transforming conversation, youâll explore:Proven frameworks for setting and achieving clear professional milestonesHow to leverage your unique strengths to stand out in competitive industriesStrategies for navigating obstacles and pivoting with confidenceA step-by-step method to map out actionable goals that drive long-term growth spreaker.comđ Love career insights? Hit Follow on Spreaker so you never miss an episode.đŹ Share your roadmap: Whatâs o...2025-05-2923 minBuilding the Premier Accounting FirmAre Podcasts the Future of Marketing for Accountants? w/ Christina Lenkowskithis episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht, podcast publicist Christina Lenkowski explains how accounting professionals can leverage podcast guest appearances to position themselves as authorities, build trust, and grow their businesses. Learn the strategies to educate potential clients, repurpose content, and create effective calls to action for lead generation through podcasting. In This Episode: 00:05 Introduction to the Premier Accounting Firm 01:30 The Rise of Podcasting in Marketing 04:41 Building Trust Through Podcasting 07:34 Educational Value and Authority in Podcasting 10:46 The Balance of Sharing Expertise 12:02 The Evergreen Nature of Podcast Content 17:08 Crafting a...2025-05-2835 min
Humanise The Numbers - for ambitious accountants in practiceRoger Knecht, President of Universal Accounting, Author and Podcast HostIt was exciting to welcome Roger Knecht, the president of Universal Accounting, onto the Humanise the Numbers podcast. And I wasn't expecting to have what essentially turned into a 45-minutes sales training session with Roger. That ultimately is where the value in this podcast actually lies. Roger is so open, so structured, in running through how to construct a sales meeting, a client meeting, with the paymaster general of your firm, your clients â and with your prospects. Roger has a way of cutting through to a really simple structure, unpacking the motivators that he's discovered from...2025-05-2355 minProfit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesHiring in 2025: Blueprint to Attract & Retain Top TalentHost Stacey Chillemi welcomes industry strategist Roger Knecht for a deep 55-minute exploration of what it takes to win the hiring game in 2025. Youâll discover how forward-thinking companies are leveraging AI, data analytics, and diversity-driven approaches to build high-performing teamsâand how you can apply these same tactics today. spreaker.com In this episode, youâll learn:Top 5 hiring trends to watch in 2025, from AI-driven sourcing to predictive candidate matchingAutomation hacks that cut time-to-hire in half while improving candidate experienceInclusive recruitment frameworks that attract diverse talent pools and boost retentionEmployer branding strategies that position your organization as a top workpl...2025-05-2155 minBuilding the Premier Accounting FirmAchieve Your Goals: Train Your Brain for Peak Performance w/ Robb ZbierskiIn this episode of âBuilding the Premier Accounting Firm,â host Roger Knecht and Robb Zbierski, professional speaker and coach with Freedom Personal Development, explore the critical role of mindset and mental health in achieving business success. They discuss practical strategies for rewiring your brain for optimism and resilience, offering actionable insights to overcome limiting beliefs. Key Takeaways: Recognize the value of having a âhead coachâ to gain perspective and challenge limiting beliefs. Implement daily, weekly, and quarterly routines to reinforce positive thinking and personal growth. Clarify your goals and create visual reminders to focus yo...2025-05-1441 minProfit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling Strategies9-Step Business Blueprint: Map Your Road to Profit & Sustainable SuccessIn this 33-minute masterclass, host Lisa Urbanski sits down with renowned business expert Roger Knecht to unpack the 9 Principles of Success and the Universal Business Model, giving you a clear framework to map your short-, mid-, and long-term growth strategy spreaker.com By tuning in, youâll:Decode each of the 9 Principles and apply them to your own visionPinpoint your ideal customer and craft offers that solve their toughest problemsBuild a roadmap for consistent cash flowâfrom launch to scaleLeverage free tools like the âRed to Blackâ e-book to accelerate turnaround timesđ Love actionable business insights? Hit Follow on Spreaker so you neve...2025-05-0233 minProfit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesTurn Your Business Around FAST with the RED TO BLACK Model!Are you tired of struggling to grow your business? Do you feel like you've tried every strategy and tactic without seeing any real results? If so, you're in luck! Join host Lisa Urbanski as she welcomes guest Roger Knecht to uncover the secrets of the Red to Black Turnaround Model. In this episode, Roger shares his PROVEN formula for turning around a struggling business and getting it back on track. With years of experience and a track record of success, Roger's formula has been tested and refined to ensure that it delivers real results. ...2025-04-3033 minProfit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesBoosting PRODUCTIVITY Through Effective Employee Motivation!Want to boost productivity in your workplace? It starts with effective employee motivation! In this compelling episode hosted by Lisa Urbanski, industry expert Roger Knecht delves into the critical aspects of getting everyone aligned for utmost business success. We'll dive into the strategies and techniques you can use to motivate your team, increase morale, and get more done in less time. From recognizing and rewarding achievements to creating a positive work environment, we'll cover it all. Whether you're a manager, supervisor, or team leader, this episode is packed with actionable tips to help you motivate your...2025-04-2630 minBuilding the Premier Accounting FirmMarketing vs. Sales: Where Accountants Go Wrong w/ Kenny HarperIn this episode of Building the Premier Accounting Firm, Kenny Harper of Growth Amplifiers joins Roger Knecht to discuss the nuances of marketing and sales, emphasizing the importance of niching, understanding the customer journey, and sharing value to attract and retain ideal clients for accounting, bookkeeping, and tax businesses. Kenny shares actionable strategies to amplify your firmâs reach and impact. Key Takeaways: Understand the distinction between marketing (attracting ideal clients) and sales (helping clients achieve their goals). Share the full range of your services with clients; donât assume they know what you offer....2025-04-0946 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesMentor vs Coach vs Advisor vs Consultant (THEYâRE NOT THE SAME)Join me as I dive deep into the world of mentorship and coaching to figure out the real difference between a mentor, coach, advisor, and consultant!Are you wondering what sets a mentor, coach, advisor, and consultant apart? In this episode of the podcast, Lisa Urbanski and guest Roger Knecht delve into the distinct roles of mentors, consultants, advisors, and coaches in professional development and business growth. We're diving into the real differences between these four roles that are often used interchangeably. From the skills and expertise required to the types of relationships and o...2025-03-2735 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesMoney TalksâHereâs How to Make It Work for Your Business!Struggling with your business finances? Letâs get realâif you donât understand your numbers, youâre leaving money on the table. In this no-BS episode, Stacey Chillemi sits down with accounting expert Roger Knecht to break down the 3 core financial services every business owner needs to master:â
BookkeepingâWhy tracking your numbers is non-negotiableâ
AccountingâHow understanding your finances can save (and make) you moneyâ
Tax PlanningâThe key to keeping more of what you earnâ
CFO StrategyâHow to manage cash flow like a pro & scale smarterIf youâre serious...2025-03-2024 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesSuccess vs. Sacrifice: How to Win Without Losing YourselfđĽ Are You Sacrificing Too Much for Success? Hereâs the Truth. đĽIf youâre constantly juggling work, personal life, and successâbut feel like youâre dropping more plates than you're spinningâthis episode is for you.Stacey Chillemi sits down with Roger Knecht to break down what it really takes to achieve success without burning out.Weâre tackling the hard questions:â
How much sacrifice is TOO much?â
How do you balance personal and business responsibilities?â
The 5 essential keys to successâwithout losing yourself in the process.đĽ Succ...2025-02-2724 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesStop Drowning in DebtâHereâs How to Take Back Control & Live Free!Are you tired of living paycheck to paycheck and feeling financially trapped? Do you dream of breaking free from financial stress and taking back control of your life? Join host Stacey Chillemi in a transformative conversation with guest Roger Knecht as they delve into the essential strategies for living a debt-free lifestyle while balancing living in the present and securing your financial future.From creating a budget that actually works to building multiple income streams, we'll cover it all. Don't miss this insightful episode packed with actionable advice and empowering insights to reshape your financial future.2025-02-2132 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesTime Management HACKS to Get MORE Done in LESS Time!Feeling overwhelmed and anxious with your never-ending to-do lists? Join Stacey Chillemi and guest Roger Knecht as they dive into the transformative power of time blocking, strategic planning, and deliberate action in both personal and professional settings. Discover expert insights on banishing anxiety, supercharging productivity, improving health, nurturing relationships, and embracing the vital practice of self-recharge for peak performance.Explore effective strategies for task prioritization, procrastination avoidance, and personalized scheduling to reclaim control of your time, reduce stress, and reach your goals. Whether you're a professional, student, or entrepreneur, this episode offers actionable advice to enhance...2025-01-3133 min
CPA Trendlines PodcastsRoger Knecht: Can You Be an Accountrepreneur? | The DisruptorsYou donât need all the answers, but you do need to ask the right questions.The DisruptorsWith Liz FarrAbout ten years ago, Roger Knecht, President of Universal Accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. So he talked to business owners about what theyâd like to see and developed a curriculum to help accountants develop those skills. âIt's game-changing,â Knecht says, âbecause once you have the confidence as well as the compet...2025-01-281h 03
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesHow Visualization Methods Can Change Your LifeUnlock the secret to manifesting your dream life with vision boards! In this captivating episode of the podcast with Stacey Chillemi as the host, joined by the remarkable guest, Roger Knecht, delve into the transformative world of vision boards.Together, they explore the powerful concepts of "Beginning with the end in mind," understanding the process of manifesting your dreams, setting meaningful resolutions, and the challenge of unleashing your full potential. Tune in to gain insights, inspiration, and actionable strategies to create a compelling vision for your future. Don't miss out on this empowering conversation t...2025-01-2540 minBuilding the Premier Accounting FirmExploring Roger Knechtâs Legacy as President of Universal AccountingWelcome to a special edition of âBuilding the Premier Accounting Firm.â Today, we are taking a unique turn by delving into the life and legacy of our host, Roger Knecht, in his role as the president of Universal Accounting Center. This episode offers a glimpse into Rogerâs journey, exploring how his vision and leadership have shaped not only his career but also the broader field of accounting education. In this insightful conversation, we aim to uncover the profound impact that accounting professionals have on business success. We invite you to join Roger as he highlights the import...2025-01-011h 11Building the Premier Accounting FirmFrom Music to Business Mastery: How to Transfer Knowledge w/ Greg DeVoreJoin Roger Knecht, president of Universal Accounting Center, as he delves into strategies for building successful accounting firms with insights from industry leaders each week on Building the Premier Accounting Firm. In this episode, Greg DeVore, co-founder and CEO of ScreenSteps, shares his inspiring journey from music composition to entrepreneurship, driven by personal challenges and a need for effective knowledge transfer. Key Themes: From Music to Entrepreneurship: Greg describes his transition motivated by the need for health insurance for his premature son and how his experiences with GE highlighted the importance of knowledge...2024-12-2540 min
This Feels Right: TFR"It's Not About You" with Special Guest Roger KnechtWhatâs the key to becoming a leader who inspires, aligns, and truly connects with their team? It starts with shifting the focus from âmeâ to âwe.âItâs Not About You: How Leaders Build Trust and Motivate TeamsIn this episode, we explore the powerful theme of servant leadership with Roger Knecht, President of Universal Accounting Center. sharing his insights, experience and stories. We dive into how leaders can better understand and support their teams, using empathy, self-awareness, and clear co...2024-12-0433 minBuilding the Premier Accounting FirmDeveloping Your Blueprint for a Leading Accounting Firm w/ John HewittWelcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center President Roger Knecht. This episode features special guest John Hewitt, a leading strategist in building accounting firms from the ground up. Join us as he shares his wealth of knowledge in business development to guide you in transforming your accounting practice into a leading firm. Main Highlights: Understanding the Landscape: John provides expert insights into the current accounting industry, highlighting what sets a premier firm apart from the rest. Strategic Planning: John shares his perspective on setting clear goals...2024-12-0445 min
GrowCFO Show#209 Upskilling for Tomorrow: The Advisory-Driven Evolution of Accounting with Roger Knecht, President Universal Accounting & Podcast Host âBuilding the Premier Accounting Firmâ#209 Upskilling for Tomorrow: The Advisory-Driven Evolution of Accounting with Roger Knecht
https://open.spotify.com/episode/2k4TLteEXRIcFInGhqfaJX
As the accounting profession navigates the shifting landscape of compliance-driven services and the growing demand for strategic advisory, the need for upskilling has become paramount. Roger Knecht, the President of Universal Accounting and host of the "Building the Premier Accounting Firm" podcast, shares his insights on this critical transformation.
In this insightful discussion, Roger and Kevin, explore the evolving role of the modern accounting professional. They delve into the commoditization of traditional services, the rise of CFO and advisory offerings, and the...2024-11-1241 min
Zero To 5000Accounting and KPIs for Entrepreneurs from Universal Accountingâs Roger KnechtIn this episode of the 0 to 5000 Podcast, host Drew McClure sits down with Roger Knecht, president and CEO of Universal Accounting Center, to dive into the often-overlooked world of accounting as it pertains to business growth and profitability. Roger shares his journey from communications and sales to becoming a leading figure in accounting education, offering vital insights for business owners on the importance of KPIs, interpreting financial statements, and evolving oneâs business model to stay profitable. Roger breaks down common misconceptions business owners have about accounting services, explaining the distinctions between bookkeeping, tax preparation, and CFO-level strategy. He em...2024-11-1246 minBuilding the Premier Accounting FirmHow to Craft Standout Marketing for an Accounting Firm in 2024 w/ Daniel DenWelcome to another insightful episode of Building the Premier Accounting Firm with host Roger Knecht. Today Roger delves into strategies for differentiation and market leadership tailored for bookkeeping, accounting, and tax business owners with marketing expert Daniel Den. Daniel shares transformative insights on how to thrive in the competitive landscape of 2024 and beyond. Key Discussion Points: X Factor Methodology: Daniel explains how his powerful approach has helped over 20,000 clients distinguish themselves in their markets. He recounts his journey from running a party business to becoming a successful internet marketer. Embracing Individuality: The episode...2024-10-2344 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesFuel Your Business Success: Letting Go and Working ON Your EmpireAre you tired of feeling like you're constantly sacrificing one area of your life for another? Do you dream of building a thriving business while also enjoying a happy and fulfilling home life?Join host Stacey Chillemi in an inspiring conversation with business expert Roger Knecht as they delve into the transformative power of letting go and focusing on growing your business. In this episode, we'll explore the common obstacles that hinder entrepreneurs from achieving their goals and living a balanced life. From fear of failure to lack of time management skills, we'll dive into why...2024-10-1733 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesWhat's the Secret to Making Customers LOVE Your Brand?Join me as I take on the challenge of unlocking the secrets to boosting brand credibility and building customer loyalty in just one week!In this insightful episode, Stacey Chillemi and guest Roger Knecht discuss the essential strategies for enhancing a brand's credibility and fostering unwavering customer loyalty. Discover the key elements that contribute to building trust with your audience, including transparency, consistent communication, and delivering exceptional value. Learn how to create a strong brand identity that resonates with customers and sets you apart. Weâll also share practical tips and real-life examples to help you im...2024-10-0734 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesLearn 4 Strategies to Boost Your Business GrowthJoin me as I dive into the challenge of mastering 4 strategies to supercharge my business growth with insights from the experts!Unlock the secrets to accelerating your business growth with our latest video, "Learn 4 Strategies to Boost Your Business Growth." In this insightful episode, industry-leading Roger Knecht and host Stacey Chillemi share invaluable knowledge and proven techniques that can help elevate your business to new heights.Discover four actionable strategies to enhance your marketing efforts, streamline operations, and improve customer engagement. Whether you're an entrepreneur, a small business owner, or a corporate leader, Roger's...2024-10-0132 min
7 Figures Club: A Business Growth Podcast251: 9 Principles of Profitable Businesses! (w/ ROGER KNECHT!)Roger Knecht, the President and CEO of Universal Accounting Center, is a dynamic leader with a passion for empowering accounting professionals. As the host of the celebrated podcast "Building the Premier Accounting Firm" and the author of two insightful books, "Your Strategic Accountant" and "Your Profit & Growth Expert," Roger is a recognized voice in the industry. His journey with UAC began in the late 1990s, and he has played a pivotal role in expanding its reach and influence.
Roger's dedication to helping others achieve their dreams is evident in his work as a business coach. He guides...2024-10-0130 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesHow to BOOST Your Business with Financial Numbers!Join Stacey Chillemi and Roger Knecht as they take on the challenge of turning a business around using only financial numbers!Are you looking to take your business to the next level? Join Roger Knecht, a renowned accounting and business strategy expert, as he delves into how financial numbers can transform your business strategy! Learn how to interpret key financial metrics, leverage data for decision-making, and implement strategies that drive growth and profitability.We'll cover:- Understanding essential financial statements- How to analyze cash flow for better management- Metrics...2024-09-0450 minBuilding the Premier Accounting FirmFrom Billable Hours to Client Empowerment: Jeremy Cloptonâs Vision for AccountrepreneurshipIn this insightful episode of Building the Premier Accounting Firm, leadership development expert Jeremy Clopton of the Emerging Leaders Academy, sits down with host Roger Knecht to recount his transformative journey within the accounting profession, emphasizing the need for a paradigm shift towards entrepreneurship, innovation, and client-centric approaches in accounting firms. Jeremyâs Journey: Jeremey discusses how growing up in a family of CPAs led him to an interest in forensic accounting. He recounts starting his career in forensic accounting and data analytics at a national firm. His decision to pivot to...2024-08-2142 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesMastering KPIs: The Key to Unlocking Financial Success in AccountingIn this captivating episode, Stacey Chillemi hosts Roger Knecht from Universal Accounting Center to explore the dynamic world of accounting. Together, they dissect the core accounting services of Leading, Lagging, and Financials, unveiling how these pillars drive business success and financial stability. Gain exclusive insights and actionable strategies tailored for accounting professionals and business owners looking to enhance their financial acumen and grow their enterprises.Explore the specialized accounting training and certification programs at Universal Accounting Center: https://universalaccountingschool.com/Receive Your Strategic Accountant: FREE e-Book -  https://universalbusinessbuilders.com/your-strategic-accounting-landing-page2024-08-0543 minBuilding the Premier Accounting FirmRewind : Becoming a Profit & Growth Expert with Allen Bostrom, CPAJoin us as we revisit this conversation from 2020!  Taking an active interest in the clientâs business, their business model, helps you see beyond the numbers. As you become interested in the owner, their business and understand their goals youâll better be able to advise and help them make more informed business decisions. As such you will be their Profit & Growth Expert. Are you just a librarian or historian for your clients? See what you can do to become passionate again about the work you are doing and get paid what you are wort...2024-08-0342 minBuilding the Premier Accounting FirmRewind: Accounting Success Redefined: From Pricing Strategies to Profiting off AI w/ Mark WickershamJoin us as we revisit this conversation from 2023! Join host Roger Knecht in this episode of "Building the Premier Accounting Firm" as he sits down with Mark Wickersham, a Chartered Accountant, public speaker, and renowned author known for being the most sought-after profit improvement expert in the accounting community. This insightful conversation covers a wide range of topics that promise to transform your approach to accounting and help your firm thrive. Mark Wickersham shares his journey of growth, offering valuable lessons from his own accounting practice's beginnings and sharing what he would do differently to...2024-07-2744 minBuilding the Premier Accounting FirmRewind : Strategic Exit Planning & Why Entrepreneurs Pay for the Expert Guidance of CFOs, Consultants & Coaches w/ Darryl Bates-BrownswordJoin us as we revisit this conversation from 2023! Welcome to another insightful episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Darryl Bates-Brownsword, an esteemed Business Consultant and Coach, who brings over 25 years of invaluable experience to the table. Prepare to gain a wealth of knowledge as they delve into a variety of intriguing topics that are sure to resonate with accounting professionals and entrepreneurs alike. Kicking off the conversation, Darryl shares his fascinating journey from engineering to accounting, highlighting the pivotal moments that led...2024-07-2043 minBuilding the Premier Accounting FirmRewind : Building a Virtual Accounting Business: Insights from Kate Josephine Johnson of Heritage Business ServicesJoin us as we revisit this conversation from 2023! Welcome to another engaging episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Kate Josephine Johnson, the owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses all over the United States. Kate has established herself as a trusted authority in the industry and furthermore, she also assists accounting professionals in creating fulfilling virtual accounting careers through her Bookkeeping Side Hustle Community. In their captivating conversation, Roger and Kate delve into the factors that...2024-07-1345 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling StrategiesThe Wheel of Life and Business ExplainedJoin host Stacey Chillemi as she delves into the intricacies of the Universal Business Model with expert guest Roger Knecht. Learn how to navigate the challenges of wearing "Many Hats" in business and the art of organizing, prioritizing, and delegating effectively, all to maximize your profits and streamline your operations. Unlock the secrets to sustainable growth and success in the business world.Explore more about Roger Knecht and Universal Accounting at Universal Accounting, https://universalaccounting.com/Receive Your Strategic Accountant: FREE e-Book -  https://universalbusinessbuilders.com/your-strategic-accounting-landing-pagePhone: (801) 265-377...2024-07-1145 minBuilding the Premier Accounting FirmRewind : Unveiling the Secrets of QuickBooks with Alicia Katz PollockJoin us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with Alicia Katz Pollock, a distinguished QuickBooks Online expert, coach, speaker, author, and entrepreneur. Alicia's journey into the world of accounting began with her fascination for QuickBooks. She shares the story of what sparked her interest and how it led her to establish her thriving online learning business, Royalwise. Alicia also talks about how Social Media was key in attracting some of her biggest clients in th...2024-07-0639 minBuilding the Premier Accounting FirmRewind : Mastering the 'State of Being': Michelle Quinonez's Approach to Business and SuccessJoin us as we revisit this conversation from 2023! Join us for another enlightening episode of "Building the Premier Accounting Firm" as your host, Roger Knecht, sits down with Accountapreneur, Michelle Quinonez for a captivating conversation. Michelle takes us on a journey through her incredible path in accounting and the establishment of her own successful business. Discover the driving force behind Michelle's unique approach to businessâthe 'State of Being' and explore how this profound mindset influences her decision-making and fuels her ambition to continuously push boundaries and redefine success. Michelle talks about what fi...2024-06-2946 minBuilding the Premier Accounting FirmRewind : The CFO's Playbook: Mastering High Ticket Client Acquisition w/ Alyssa J DillonJoin us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, we have the privilege of sitting down with Alyssa Dillon, a highly experienced financial professional with nearly 15 years of expertise. Get ready for an enlightening conversation as Alyssa shares her remarkable journey from team leader to CFO in the corporate world, and ultimately, her decision to become an entrepreneur. Alyssa takes us through the pivotal moments that led her to start her own business, revealing the valuable lessons she learned about herself...2024-06-2245 minBuilding the Premier Accounting FirmRewind : Navigating the Heart-Led Path: Troy Ballard's Expertise in Serving Purpose-Driven BusinessesJoin us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host Roger Knecht. In this episode, Roger sits down with Troy Ballard, a highly experienced and certified professional bookkeeper and Accountapreneur with over three decades of experience in the field of bookkeeping. Tune in as they delve into a wide range of topics, uncovering Troy's journey from starting out as an accountant to eventually launching her own company. Discover the fascinating concept of heart-led businesses, why Troy chooses to specialize in these unique ventures, and how she helps...2024-06-1548 minBuilding the Premier Accounting FirmRewind : Embracing the Profit-First Philosophy w/ Liz SzpornJoin us as we revisit this conversation from 2023! Welcome to another episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this insightful episode, Roger sits down with Elizabeth Szporn, a seasoned guide at Profit First Professionals. As an expert in transforming accounting, bookkeeping, and coaching firms, Elizabeth brings a wealth of knowledge and experience to the conversation. The episode kicks off with Elizabeth sharing her inspiring journey into the accounting industry. From humble beginnings to becoming a trusted advisor, she reveals the pivotal moments that shaped her career and passion for...2024-06-0849 minBuilding the Premier Accounting FirmRewind : Unleashing the Power of Digital Marketing: Insights from Christian Jones, President of TaxProMarketerJoin us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Christian Jones, the President of TaxProMarketer, a leading company specializing in digital marketing for accountants and tax practitioners. Together, they delve into a wide range of insightful topics that will revolutionize your firm's marketing strategies and help you achieve unprecedented success. Join Roger and Christian as they discuss Christian's inspiring journey towards becoming the President of TaxProMarketer. Discover the pivotal moments and challenges that shaped his path to...2024-06-0151 min
Profit & Growth Blueprint: Small-Business Accounting, Cash-Flow & Scaling Strategies5 Keys to Business Success: Expert Reveals Secrets to Grow & ProfitJoin Stacey Chillemi on this podcast episode to learn the proven strategies for taking your business to the next level. Our guest, Roger Knecht, author of âYour Strategic Accountantâ and âYour Profit & Growth Expert,â shares his expert insights into the five keys to success that every entrepreneur needs to know.From creating a compelling value proposition to optimizing your pricing strategy, Roger reveals the secrets to growing and profiting from your business. You'll learn to identify your target customer, differentiate your brand, and leverage your strengths to stand out in a crowded market.Don't miss this informat...2024-05-2535 minBuilding the Premier Accounting FirmRewind : The Dos and Don'ts of Buying and Selling Businesses w/ Brannon PoeJoin us as we revisit this conversation from 2023! Welcome to 'Building the Premier Accounting Firm' podcast with your host Roger Knecht. In this episode, Roger chats with Brannon Poe, an accomplished accountant, and entrepreneur with over 20 years of experience in the industry. Brannon takes us on his journey, sharing what drew him to accounting, how he started his company, and the valuable lessons he learned along the way. He shares his expertise on the factors that make a firm valuable for selling or buying and the most important thing to consider while evaluating a business...2024-05-1148 min
Ripollsworkshop ReadsAuthor Interview with Roger KnechtAuthor Bio:Roger Knecht is the president of Universal Accounting Center.He's a driven and competitive executive with more than 20 years of marketing,sales, HR & operation experience. He has a deep analytical understanding ofthe selling process & sales cycle. Knowledgeable in the solution salesapproach applying the principles from âCut to the Chaseâ and B.A.N.K. He has astrong work ethic & collaborative style that delivers reliable,high-quality outcomes for employees & customers.Roger has helped accountants, bookkeepers, and tax preparersstart and build their own successful accounting firm...2024-05-0913 minBuilding the Premier Accounting FirmRewind : Growing Your Accounting Firm: Insights from Entrepreneur Natalia ZacharinJoin us as we revisit this conversation from 2023! In this episode, host Roger Knecht sits down with return guest Natalia Zacharin to discuss her journey to becoming an accountant and entrepreneur, and the secrets to her business's impressive growth. Natalia talks about acquiring an accounting firm, how she went about valuing its assets, the lessons she learned throughout the process, and what she would do differently if given the chance. She shares insights on running a successful business, including the pitfalls to watch out for and the attributes that contribute to her success. ...2024-05-0448 minBuilding the Premier Accounting FirmRewind : Positioning Your Accounting Firm for Success With a Winning Marketing Strategy w/ Matthew BankerJoin us as we revisit this conversation from 2023! Â In this episode of âBuilding the Premier Accounting Firmâ, Roger sits down with entrepreneur and marketing strategist, Matthew Banker, to discuss all things related to digital marketing for accounting firms. Matthew breaks down the digital marketing system and what it means for your accounting firm. He shares insights on the biggest mistakes accountants make with their websites and best practices and must-haves for any successful accounting website. But the conversation doesn't stop there! Matthew and Roger dive into the topic of how involved the f...2024-04-2751 min
Incite-FUL Profit Podcast | Incite TaxWhat to Expect from Your Accountant with Roger KnechtRoger is the President and CEO of Universal Accounting Center. He hosts a celebrated podcast for bookkeeping, accounting, and tax business owners called âBuilding the Premier Accounting Firmâ. Roger also recently published two new books: âYour Strategic Accountantâ and âYour Profit & Growth Expertâ. Join Incite Tax CEO John Briggs and guest Roger Knecht to discuss what to expect from your accountant!Roger Knecht/ Universal Accounting:LinkedIn YouTubeXFacebookPodcastFREE e-book John Briggs | Tax Geniusinfo@incitetax.com801-999-8295Visit our website...2024-04-2521 minBuilding the Premier Accounting FirmRewind : Unlocking Your Businessâ Potential with Brand Messaging & Brand Clarity w/ Jeffrey ShawJoin us as we revisit this conversation from 2023!  This week on the Building the Premier Accounting Firm podcast, Roger Knecht interviews entrepreneur, author and Key-note speaker Jeffrey Shaw. Jeffrey shares valuable insights on what it takes to make the mental shift to become an entrepreneur. He breaks down the lifestyle elements of the self-employed and entrepreneurs and dispels the common misconception that entrepreneurs have no boundaries between their personal and business lives. He also delves into branding, as he provides expert advice on the role entrepreneurs play in shaping the image o...2024-04-1355 minBuilding the Premier Accounting FirmRewind : What the Future Holds for the Accounting Profession w/ Jesse RubenfeldJoin us as we revisit this conversation from 2023!  On this weekâs episode of "Building the Premier Accounting Firm", your host Roger Knecht sits down with Jesse Rubenfeld, founder of FinOptimal, a company that combines accounting and engineering to offer cost-efficient accounting services that utilize proprietary automation and onshore accountants, as they explore the intersection of accounting, technology, and the future of the accounting profession. Jesse shares his journey into accounting, which began with a background in music. He then dives into the genesis of FinOptimal, sharing how his company helps clients find the...2024-03-2352 min
Money Seed PodcastEP107 - Start Your Own Accounting Firm - Roger Knecht - Universal AccountingIn this episode, we interview Roger Knecht, the president of Universal Accounting. Since 1979, Universal Accounting has helped over 40,000 individuals start and run their own profitable accounting practice. How does one become an accountant? How do you go about setting up your own accounting practice? Roger is here to fill in the details. Roger also explores the core services of an accounting firm and the role of an accountant in business. Roger shares common mistakes made by young entrepreneurs and provides insights on setting prices for accounting services. Roger is the author of the book 'Red...2024-03-1626 minBuilding the Premier Accounting FirmBlueprints to Balance Sheets: the Emotional Architecture of Entrepreneurship w/ Isaac SmithWelcome to another fascinating episode of the Building the Premier Accounting Firm podcast, where our host Roger Knecht engages in an insightful conversation with Isaac Smith. This episode delves into Isaacâs unique journey from architecture to the world of accounting and the profound emotional impact of business performance on entrepreneurs. Main Themes: Transition from Architecture to Accounting: Isaac discusses his career shift and how it led to new realizations about the importance of accounting in the business world. Emotional Aspect of Business Performance: Isaac shares personal insights on how financial outcomes affect th...2024-03-1353 minBuilding the Premier Accounting FirmIntegrating Family Therapy Principles in Business Leadership with Dr. Tim ThayneWelcome to another insightful episode of Building the Premier Accounting Firm, hosted by Universal Accounting Center President Roger Knecht. In this engaging discussion, Dr. Tim Thayne takes listeners on an exploratory journey through the realms of family therapy and business organization. From Academia to Business Consultant: Learn about Dr. Thayneâs transition from an academic path with a masterâs from BYU and a PhD from Virginia Tech to a practical role in applying marriage and family therapy principles to business environments. Solution-Focused Leadership: Discover the core concepts of the leadership program Dr. Thayne spearheaded, wher...2024-03-061h 39Building the Premier Accounting FirmMastering the Art of Delegation on the Accountrepreneurâs Journey w/ Jason BlumerThank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger dives into the entrepreneurial journey of Jason Blumer, one of the most renowned voices in the accounting world. Here are the key takeaways from their insightful conversation: From CPA to Business Leader: Jason shares his personal story of moving from the structured world of working as an accountant to the dynamic realm of entrepreneurship, coining the term âaccountrepreneurâ to describe this unique crossover. Strategic Delegation and Operational Efficiency: As a business grows, the necessity to delegate beco...2024-02-2856 minBuilding the Premier Accounting FirmPower Up Your PowerPoint: Mastering the Art of Financial Storytelling with Soufyan HamidWelcome to the latest episode of Building the Premier Accounting Firm with Roger Knecht, the podcast full of tips for growth at your accounting firm. Today, weâre focusing on how to elevate your PowerPoint game, especially when it comes to presenting complex financial data with financial storytelling expert Soufyan Hamid. In this episode, Roger and Soufyan unpack the strategies that can transform your slides from snooze-fests into compelling narratives. Key Insights from Soufyan: The Power of Visuals Over Text: Soufyan explains why visuals are your best ally in keeping your audience engaged....2024-02-1341 minBuilding the Premier Accounting FirmRewind : Value Pricing, Subscription Pricing & Why You Should Implement Them in Your Business w/ Ron BakerJoin us as we revisit this conversation from 2023!  Welcome to the âBuilding the Premier Accounting Firmâ podcast, where we bring you insights and thought-provoking discussions from leading industry experts. This week, we have a special episode for you. Our host, Roger Knecht, will be interviewing Ron Baker, the best-selling author and value pricing guru. In this episode, Roger and Ron will delve into the topic of value pricing and its challenges. Theyâll discuss what value pricing is and how it differs from traditional pricing models. Additionally, theyâll talk about the hurdles firms fac...2024-02-1040 minBuilding the Premier Accounting FirmFrom Home to Business: Donna Harris' Story of Starting a Remote Accounting FirmIn this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Donna Harris, founder of Bookkeeping Made Simple. Together, they dive deep into her journey of starting an accounting business and navigating the life changes that come with being an entrepreneur. This is a great look at how professionals from all walks of life become accounting entrepreneurs, as well as how itâs possible to achieve the work/life balance you desire at the owner of your firm.  Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Donn...2024-02-071h 00Building the Premier Accounting FirmUnlocking Growth with the Power of Fractional CFO Services and LinkedIn with James DonovanWelcome to another episode of Building the Premier Accounting Firm with Roger Knecht, the go-to podcast for accounting business owners looking to scale their businesses and expertise. In this episode, we dive into the remarkable success story of visionary James Donovan that demonstrates the transformative power of fractional CFO services and strategic networking. Main Themes: The Impact of Fractional CFO Services: Roger and James explore how the implementation of fractional CFO services contributed to a substantial increase in one of Jamesâ clientâs recurring revenueâby $40,000 over just six months. James details the key strategies in the...2024-01-2429 min
Profit Answer Man: Scaling with Profit First & BeyondRed to Black with Roger KnechtRed to Black with Roger Knecht Roger Knecht is president of Universal Accounting Center, a post-secondary school for accounting professionals. With over 20 years of marketing, sales, HR & operations experience, Roger Knecht has helped thousands of business owners work ON their businesses to increase revenue, improve profits and build value. His strong work ethic and collaborative style delivers reliable, high-quality results for business owners. Rogerâs podcast, Building the Premier Accounting Firm, keeps accounting professionals on the cutting edge of the industry offering quality bookkeeping, accounting and tax services. He hosts discussions with some of the ac...2024-01-0939 minBuilding the Premier Accounting FirmRewind : Stress Management as an Accountant w/ Randy CrabtreeJoin us as we revisit this conversation from 2022!  In this episode, host Roger Knecht chats with the host of âThe Unique CPAâ podcast, Randy Crabtree as they discuss everything mental health. Randy shares his personal story of dealing with mental health issues after surviving a stroke. They discuss how to deal with work place stress and mental health issues as accountants, controlled versus uncontrolled stress, seeking professional help through therapy, and recognizing your triggers. Finally, they offer some things to help avoid or cope with stress. Your Host: Roger Knecht, president of Universal Accou...2023-12-3041 minBuilding the Premier Accounting FirmThe Path to Integrating AI at Your Accounting Business w/ Marie SpeakmanIn this episode of the podcast, host and Universal Accounting Center president Roger Knecht engages in a dynamic conversation with Marie Speakman, a Chartered Accountant and Artificial Intelligence consultant known as the âAI Automation Lady.â Together, they dive deep into the world of automation as it relates to accounting, including how to use AI as a âtrainee,â how to use it to help represent data, and how to prioritize the client experience. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Marie Speakman, CA After selling her accounting practice in 2009, Marie focused...2023-12-2840 minBuilding the Premier Accounting FirmUnderstanding the Truth of Business Valuation w/ Sam MendelsohnIn this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Sam Mendelsohn, a CPA and Mergers and Acquisitions expert. Together, they dive deep into the world of accounting, business valuation, and the critical role accounting professionals can play in helping business owners realize their company's true potential.6  Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Sam Mendelsohn, CPA Sam Mendelsohn is the President and Chief Operating Officer at The Value Builder Systemâ˘. Sam is also a former Vice President within an operating division of...2023-12-2043 minBuilding the Premier Accounting FirmBalancing Business Dreams with Family Reality w/ Roxanne ThayneOn this week's episode of the Building the Premier Accounting Firm podcast, host Roger Knecht interviews a special guest Roxanne Thayne, Chief Marketing Officer and co-founder of Trustyy, a mobile app designed to help parents build stronger relationships with their teens. Roger and Roxanne have an in-depth discussion about the challenges family obligations and relationships can create when trying to grow an accounting practice or any type of entrepreneurial venture. Drawing from her experience helping launch and handle marketing for a family business providing in-home therapy services, Roxanne shares advice on maintaining work-life balance, keeping communication open...2023-12-0651 min
The Thoughtful Entrepreneur1746 - Unlocking the Secrets of Accounting Entrepreneurship with Roger KnechtIn this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to Content Creator & Marketing Strategist of Universal Accounting Center, Roger Knecht.
Universal Accounting Center, under the leadership of Roger Knecht, has been a beacon of support for accounting professionals since 1979. The center offers training and support for both budding and established accounting professionals.
Their mission is to transform accountants into "accounting preneurs," equipping them with the entrepreneurial mindset and skills necessary to run a successful accounting business.
The center recognizes that many accountants lack marketing, selling, and pricing training. To address this, they guide professionals to help navigate a...2023-12-0212 minBuilding the Premier Accounting FirmFrom Nuclear Physics to Niche Tax Practice: Paul Kluskowski JourneyYour Host: Roger Knecht, president of Universal Accounting Center Guest Name: Paul Kluskowski, EA Paul Kluskowski is an experienced financial advisor and tax consultant with expertise spanning over 20 years. As an Investment Specialist and EA (Enrolled Agent) at TR Financial Management Group, he helps nuclear power plant workers and self-employed clients achieve financial success. Kluskowski began his career in the nuclear energy industry, obtaining his reactor operator license at the young age of 22 and advancing to Senior Reactor Operator by 25. After nine years working in plant operations, he left to pursue a college...2023-11-2948 minBuilding the Premier Accounting FirmEscaping the Debt Trap: Insights from The Shred Method Founder Adam CarrollIn this week's episode of Building the Premier Accounting Firm, host Roger Knecht has an insightful discussion with financial freedom expert Adam Carroll about gaining control of your money and eliminating debt. Adam shares how many of our unhealthy financial habits stem from childhood experiences and parental modeling around ages 0-9. He reflects on formative experiences in his own childhood that shaped his money mindset, such as his father becoming unemployed and his exposure to both poverty and wealth growing up. A key takeaway from Adam is the importance of living within your means, especially...2023-11-2253 min