Shows
Building the Premier Accounting FirmGet Paid What You’re 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: 🔍 Niche Down: Focus on a specific industry, like nonprofits, to build expertise and speak the language of your clients. 🤝 Build a Strong Culture: Define your company culture collaboratively with your team and ensure it aligns...2025-06-0446 min
Maximize Business SuccessCareer Mastery Unveiled: Crafting Your Personal Success RoadmapJoin Stacey Chillemi as she unveils the secrets to mastering your career with a personalized roadmap to success. This episode provides actionable insights and strategies to help you navigate your career path with confidence and purpose. Discover how to set achievable goals, leverage your strengths, and overcome obstacles to reach your professional aspirations. In this episode, you’ll explore:• Key strategies for career advancement and mastery• How to create a personalized roadmap for success• Tips for leveraging strengths and overcoming career challengesTake charge of your career journey! LIKE, SUBSCRIBE, and hit the 🔔 for more empowe...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 – 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 minMaximize Business SuccessFuture of Hiring: What Success Looks Like in 2025Join Stacey Chillemi as she explores the evolving landscape of successful hiring practices in 2025. This episode delves into the innovative strategies and technologies shaping the future of recruitment. Discover how companies are adapting to new trends, leveraging AI, and prioritizing diversity to attract top talent. In this episode, you’ll learn:• Key hiring trends and technologies for 2025• How AI and automation are transforming recruitment• The importance of diversity and inclusion in successful hiringStay ahead in the hiring game! LIKE, SUBSCRIBE, and hit the 🔔 for more insights into the future of work!🔍🤖👇 Share your thoughts...2025-05-2155 minBuilding the Premier Accounting FirmAchieve Your Goals: Train Your Brain for Peak Performance w/ Robb ZbierskiIn this episode of “Building the Premier Accounting Firm,” 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 “head coach” 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 minMaximize Business SuccessMap Your Path to SUCCESS with this Proven Business Model!Are you tired of feeling stuck in your business or entrepreneurial journey? Want to know the secret to achieving success and creating a profitable business that generates consistent income? In this riveting episode, host Lisa Urbanski invites renowned business expert Roger Knecht to dive into the 9 Principles of Success and the Universal Business Model, unraveling the intricacies of business mapping in the short, mid, and long term. We're going to reveal a proven business model that has helped countless entrepreneurs and business owners achieve their goals and map their path to success. This business...2025-05-0233 minMaximize Business SuccessTurn 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 minMaximize Business SuccessBoosting 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 firm’s 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; don’t assume they know what you offer....2025-04-0946 min
Maximize Business SuccessMentor vs Coach vs Advisor vs Consultant (THEY’RE 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
Maximize Business SuccessMoney Talks—Here’s How to Make It Work for Your Business!Struggling with your business finances? Let’s get real—if you don’t understand your numbers, you’re 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:✅ Bookkeeping—Why tracking your numbers is non-negotiable✅ Accounting—How understanding your finances can save (and make) you money✅ Tax Planning—The key to keeping more of what you earn✅ CFO Strategy—How to manage cash flow like a pro & scale smarterIf you’re serious...2025-03-2024 min
Maximize Business SuccessSuccess vs. Sacrifice: How to Win Without Losing Yourself💥 Are You Sacrificing Too Much for Success? Here’s the Truth. 💥If you’re constantly juggling work, personal life, and success—but feel like you’re dropping more plates than you're spinning—this episode is for you.Stacey Chillemi sits down with Roger Knecht to break down what it really takes to achieve success without burning out.We’re tackling the hard questions:✅ How much sacrifice is TOO much?✅ How do you balance personal and business responsibilities?✅ The 5 essential keys to success—without losing yourself in the process.🔥 Succ...2025-02-2724 min
Maximize Business SuccessStop Drowning in Debt—Here’s 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
Maximize Business SuccessTime 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 don’t 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 they’d like to see and developed a curriculum to help accountants develop those skills. “It's game-changing,” Knecht says, “because once you have the confidence as well as the compet...2025-01-281h 03
Maximize Business SuccessHow 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 Knecht’s Legacy as President of Universal AccountingWelcome to a special edition of “Building the Premier Accounting Firm.” 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 Roger’s 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 11
This Feels Right: TFR"It's Not About You" with Special Guest Roger KnechtWhat’s the key to becoming a leader who inspires, aligns, and truly connects with their team? It starts with shifting the focus from “me” to “we.”It’s 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 “Building the Premier Accounting Firm”#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 Accounting’s 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 one’s 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
Maximize Business SuccessFuel 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
Maximize Business SuccessWhat'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. We’ll also share practical tips and real-life examples to help you im...2024-10-0734 min
Maximize Business SuccessLearn 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
Maximize Business SuccessHow 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 min
Maximize Business SuccessMastering 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 client’s business, their business model, helps you see beyond the numbers. As you become interested in the owner, their business and understand their goals you’ll 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
Maximize Business SuccessThe 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 business—the '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
Maximize Business Success5 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 “Your Strategic Accountant” and “Your Profit & Growth Expert,” 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 Business of Selling Your Business: Essential Strategies for Success w/ Jessica FialkovichJoin us as we revisit this conversation from 2023! Get ready for a must-listen episode of "Building the Premier Accounting Firm" with your host Roger Knecht, as he sits down with Jessica Fialkovich, business exit expert, small business advocate, entrepreneur and podcast host. Together, they explore everything you need to know about preparing your business for sale. Jessica shares her incredible journey and how she became an expert in business exit strategies. She also talks about the essential elements that give a firm value and how accounting can impact the value of a business. Jessica also...2024-05-2543 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 “Cut to the Chase” 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! In this episode of ‘Building the Premier Accounting Firm’, 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 “Building the Premier Accounting Firm”. Roger also recently published two new books: “Your Strategic Accountant” and “Your Profit & Growth Expert”. 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 : Prioritizing Profit: Rocky Lalvani's Unique Accounting Formula for Business SuccessJoin us as we revisit this conversation from 2023! Get ready to take your accounting firm to new heights with the 'Building the Premier Accounting Firm' podcast! In this episode, your host Roger Knecht sits down with Rocky Lalvani, entrepreneur and profitability advisor, to discuss all things related to fractional CFO and advisory services. Rocky shares his unique definition of fractional CFO and advisory services, as well as what led him to offer these services in the first place. He dives into his 'Profit First' philosophy, explaining how it complements his CFO and advisory s...2024-04-2045 minBuilding the Premier Accounting FirmRewind : Unlocking Your Business’ 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 : Partners for Better or Worse: Why Picking Your Partner is the Most Important Step in a Partnership Business w/ Russ Anderson CPA and Russ Bradshaw CPAJoin us as we revisit this conversation from 2023! Join host Roger Knecht in this episode of "Building the Premier Accounting Firm" as he interviews Russ Anderson CPA and Russ Bradshaw CPA, partners at Anderson Bradshaw CPA firm. Discover their accounting origin stories and why they decided to start their own business. The duo shares valuable insights into forming a partnership and what it means to be a partner at a firm versus an employee. They delve into the intricacies of a partnership business and the role each partner plays, as well as how t...2024-04-061h 17Building the Premier Accounting FirmRewind : The Key to Bold & Progressive Leadership w/ Mark CookJoin us as we revisit this conversation from 2023! In this week’s episode of "Building the Premier Accounting Firm", host Roger Knecht welcomes Mark Cook, president of Windfall Partners and five-star keynote speaker. He talks about the lessons he learned as a teenager working at a supermarket and how he later found success in the "business of ideas." He shares the valuable lessons he learned from his mentors and the principles that guide his work. Mark shares his inspiration to start his own business and insights into his Bold Encounters system, which is a u...2024-03-3045 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 week’s 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 FirmRewind : Niching, Automation & Virtual Teams: Running the Modern-Day Accounting Firm w/ Chris HervochonJoin us as we revisit this conversation from 2023! In the latest episode of "Building the Premier Accounting Firm", host Roger Knecht sits down with Chris Hervochon, a successful accountant and entrepreneur, to discuss his journey in the accounting world. Chris shares how he started as an accountant and eventually left his job to start his own firm. He also talks about the crucial role his spouse played in allowing him to make the leap to entrepreneurship. Chris talks about how working with a coach has helped him grow his business and how he h...2024-03-1645 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 Isaac’s 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. Thayne’s transition from an academic path with a master’s 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 Accountrepreneur’s 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 “accountrepreneur” 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 FirmRewind : How You Can Be Your Own Bank w/ Sarry IbrahimJoin us as we revisit this conversation from 2023! In this week's episode, Roger Knecht is joined by Sarry Ibrahim, a financial planner and financial services expert, to discuss the importance of accountants in the accounting industry. Sarry will delve into the ‘Bank On Yourself’ concept and how insurance can be leveraged to outpace inflation. They will also be discussing the key differences between 401Ks and life insurance policies, how to retain your best employees with insurance, the benefits of having a financial planner and accountant working together, and how a financial planner envisions money differently from...2024-02-1731 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, we’re 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 ‘Building the Premier Accounting Firm’ 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. They’ll discuss what value pricing is and how it differs from traditional pricing models. Additionally, they’ll 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 it’s 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 FirmRewind : Scaling Your Business Through Workflow Management w/ David CristelloJoin us as we revisit this conversation from 2023! In this episode of Building the Premier Accounting Firm, your host Roger Knecht chats with workflow expert David Cristello as they explore the topic of Scaling Your Business Through Workflow Management. They discuss the importance of having a workflow system in place for businesses of all sizes, as it can help streamline operations and increase efficiency. They also delve into how workflow management can aid in scaling a business by creating processes that can be automated, allowing for more time to focus on growth and e...2024-02-0356 minBuilding the Premier Accounting FirmRewind : The Right Way to Approach Staffing for Entrepreneurs w/ Kara LawsIn this episode, your host Roger Knecht interviews educator and entrepreneur Kara Laws Kara talks about her 15-year journey as an entrepreneur, and how she started as an educator. They talk about why staffing is often one of the biggest challenges that entrepreneurs face and how entrepreneurs should approach the hiring of new staff. Kara also tells us why sometimes entrepreneurs hold their companies back by failing to bring onboard new hires. This is a great episode for any entrepreneur who is looking to grow their business and wants to learn more about the right way to...2024-01-2743 minBuilding 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 James’ client’s recurring revenue—by $40,000 over just six months. James details the key strategies in the...2024-01-2429 minBuilding the Premier Accounting FirmRewind : E-Commerce & Tech Versus Accountants, Why It’s Time to Adapt w/ Tom RuscittiJoin us as we revisit this conversation from 2023! The business world is ever-changing, and that means that the accounting industry must change with it. In this episode of Building the Premier Accounting Firm, your host Roger Knecht chats with technology expert and accountant, Tom Ruscitti about the importance of adapting to the e-commerce space and the automation of the accounting industry. Tom has over 35 years of experience bringing solutions to the marketplace, and he shares his insights on why accountants should be taking up e-commerce clients, the challenges that accountants face when managing e-commerce platforms...2024-01-2042 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. Roger’s 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 ‘The Unique CPA’ 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 “AI Automation Lady.” Together, they dive deep into the world of automation as it relates to accounting, including how to use AI as a “trainee,” 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 System™. 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
Agents Building CashflowEP101: How a Solid Accounting Team Fuel Business Growth with Roger Knecht, PB, PGE, VBIn this episode, Roger Knecht, PB, PGE, VB joins us as we tackle how accounting enables businesses to track their financial health, make informed decisions, and achieve long-term success. Tune in and gain valuable insights into reaching your business's full potential.Key takeaways to listen to What accounting professionals today need to prioritizeThe role of accountants and how to choose the right one for your businessBusinesses services that are high-demand within the real estate industryA breakdown of the 5 steps business owners should masterWhy strategic planning is crucial for profit growth a...2023-10-3042 min
The Sparking EntrepreneurUnlocking Business Success: Strategies with Roger KnechtGet ready to supercharge your business success with Roger Knecht, the expert in developing teams of committed individuals for increased profits. With a proven system, Roger guides attendees through an interactive process, providing them with actionable goals that lead to improved communication, increased customer satisfaction, and ultimately, higher profits.
As the President of Universal Accounting Center® (UAC), Roger Knecht is a respected presenter known for his blend of wisdom and humor in sharing the key principles of business success. With extensive experience in marketing and management across companies of all sizes, he brings real-world expertise to the table. Join us f...2023-10-1714 minBuilding the Premier Accounting FirmFinding Balance and Success in Accounting w/ Leslie LiondasIn this engaging episode of 'Building the Premier Accounting Firm,' host Roger Knecht sits down with Leslie Liondas, the owner of Leslie Liondas CPA PLLC. Leslie's remarkable journey from a single mother looking to reenter the workforce to the owner of a thriving accounting firm is nothing short of inspiring. She's not only built a successful business but also prioritized her lifestyle by creating opportunities for extensive travel, fostering stronger client relationships, and nurturing her family. Leslie emphasizes the importance of controlling imposter syndrome, a feeling that plagues many accountants, particularly when overwhelmed with the demands...2023-10-1140 minBuilding the Premier Accounting FirmThe Power of Mission Statements and Financial Clarity w/ Mike EveryWelcome to another insightful episode of Building the Premier Accounting Firm, hosted by Roger Knecht. In this episode, Roger engages in a thought-provoking conversation with the guest, Mike Every, COO & co-founder at FilmLaab, as they delve into the crucial aspects of leadership, mission statements, and effective financial management. Mike shares his expertise as he emphasizes the significance of establishing clear accounts receivable processes within a business. He underscores the importance of not only getting paid for products and services rendered but also reducing the need to write off unpaid bills that may end up in collections. 2023-10-0449 minBuilding the Premier Accounting FirmNavigating Global Expansion & the Secrets of International Operations w/ Larry HardingIn this insightful podcast episode, Roger Knecht engages in a compelling conversation with Larry Harding, the Founder & CEO of HSP Group, a seasoned expert in global expansion and international operations. Throughout the episode, Larry shares his wealth of knowledge, offering valuable guidance to accounting professionals and business owners looking to navigate the complexities of international expansion. Larry kicks off the discussion by highlighting the immense opportunity that global expansion presents for accounting professionals. He underscores the critical role accountants can play in guiding their clients through the intricacies of international business expansion by asking the right questions...2023-09-2845 minBuilding the Premier Accounting FirmWhy Differentiation is the Key to Success w/ Diana LidstoneWelcome to another enriching episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with the renowned best-selling author, award-winning speaker, and accomplished podcast host, Diana Lidstone. In a world often dominated by seriousness, Diana addresses a burning question: "Can you have fun at your work as an accountant?" Discover her unique perspective on infusing joy into your professional journey and how it can lead to enhanced success. Designing your business around your lifestyle is a dream many entrepreneurs share. Diana shares practical insights into aligning...2023-09-2040 minBuilding the Premier Accounting FirmTech-Driven Accounting: Kellie Parks' Blueprint for Accounting SuccessWelcome to another insightful episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In today's episode, Roger sits down with a true trailblazer in the world of accounting and cloud technology, Kellie Parks. Kellie's journey is a testament to the power of transformation. She takes us on a fascinating ride, sharing her transition from the realms of marketing and branding into the intricate world of accounting. Discover how her unique background has shaped her approach to modern accounting practices. One of the highlights of this episode is Kellie's deep dive into her...2023-09-1346 minBuilding the Premier Accounting FirmRewind : Having a Profit Mindset w/ Andy CristinJoin us as we revist this conversation from September 2022 On this week’s podcast, Roger Knecht interviews finance expert & CFO Andy Cristin, who has over 30 years of experience in the commercial sector, both working for and running businesses. They talk about Andy’s journey from working in the commercial sector to starting his own business with Andy giving valuable advice to anyone looking to start up their own business. They talk about the importance of the CFO in the business and how as a CFO you can take your client’s business to a whole...2023-09-0952 minBuilding the Premier Accounting FirmElevating Your Accounting Practice: Strategies for Transforming Your Practice with Mark KohlerIn this captivating live video episode of "Building the Premier Accounting Firm," your host Roger Knecht engages in a thought-provoking conversation with the esteemed Mark Kohler, a distinguished lawyer and tax advisory expert. As the Founding and Senior Partner at KKOS Lawyers, a prominent law firm specializing in tax, legal, wealth, estate, and asset protection planning, Mark brings a wealth of knowledge and insights to the forefront. In this episode, Roger and Mark delve into Mark's unique dual journey as a lawyer and accountant, unveiling the pivotal moments that shaped his illustrious career. Exploring the...2023-09-061h 14Building the Premier Accounting FirmFrom Numbers to Well-Being: How Prioritizing Mental Health Can Drive Business Success w/ Ryan LazanisWelcome to another captivating episode of "Building the Premier Accounting Firm." Host Roger Knecht engages in a thought-provoking conversation with none other than Ryan Lazanis, the brilliant mind behind Xen Accounting and the driving force steering Future Firm. As an advocate for revolutionizing accounting practices, Ryan's insights are a goldmine for accountants and entrepreneurs aiming to scale their firms systematically while enhancing their quality of life. They start by unraveling the core of Ryan's coaching passion, exploring the roots of his drive to help entrepreneurs not only succeed but thrive. The converstion transitions to a transformative shift...2023-08-3044 minBuilding the Premier Accounting FirmDecoding Advanced Tax Strategies: A Deep Dive w/ Mike JesowshekWelcome to another episode of "Building the Premier Accounting Firm" hosted by Roger Knecht. In today's conversation, Roger sits down with Mike Jesowshek, a tax expert with a strong focus on tax preparation and planning for business owners. Mike's mission is to simplify complex IRS rules and help hard-working business owners minimize their tax burdens, allowing them to enjoy the rewards they've earned. Join us as Mike shares his journey into the world of accounting and how he found his niche in tax planning and preparation. Gain insights into the clear distinction between tax planning and tax...2023-08-2337 min
The Modern CPA Success ShowUnlocking the ROI of Advisory Services with Roger Knecht“That five-minute explanation of your ingenious tax strategy that you gave your client was the combination of your experience–school, studying, training, conferences; all of these things culminate into that five-minute answer, so give yourself credit where it's due. You're a professional and deserve that value.” - Roger KnechtThe finer details of this episode:The three core services in accounting firms: accounting and bookkeeping, tax planning and preparation, and CFO and advisoryEmpowering accounting professionals to recognize their worth and valuePermission and clarity in transitioning to an advisory role Episode resources:Summit V...2023-08-2147 minBuilding the Premier Accounting FirmMeryl Johnston’s ‘Just Do It’ Approach to Starting a Business & the 7-Day Start-Up MethodologyIn this engaging episode of "Building the Premier Accounting Firm," your host Roger Knecht sits down with Meryl Johnston, a Chartered Accountant, investor, and the visionary founder of Bean Ninjas. Join them as they dive deep into Meryl's remarkable journey, unveiling the secrets behind her thriving accounting firm and her invaluable insights for aspiring entrepreneurs. The episode begins with Meryl sharing her inspiring accounting journey, revealing the pivotal moments that ignited her passion for the field. Meryl candidly shares how she started her company Bean Ninjas, the challenges she encountered, and the invaluable lessons she learned while...2023-08-1649 minBuilding the Premier Accounting FirmFrom Accounting to Rapping: The Path to Success for Accountapreneur Scott ScaranoJoin host Roger Knecht in this engaging episode of "Building the Premier Accounting Firm" as he sits down with the one-of-a-kind rapping accountapreneur, Scott Scarano. Tune in to discover Scott's inspiring journey into the world of accounting, and how he's shaking up the industry with his unique and edgy podcast, "Accounting High." In this episode, Scott shares the origins of his accounting career and the passion that led him to become the host of the groundbreaking podcast, "Accounting High." Learn what sets his podcast apart from the rest and how it stands out with its distinct approach...2023-08-0955 minBuilding the Premier Accounting FirmMastering Content Marketing: Insider Tips from Amazon Best Seller Marco SalinasIn this episode of Building the Premier Accounting Firm, our esteemed host Roger Knecht sits down with a marketing guru and Amazon Best Selling Author, Marco Salinas. Co-authoring a book with the legendary sales and personal development consultant, Brian Tracy, Marco brings a wealth of knowledge and experience to the table. In this captivating conversation, Roger and Marco explore the fundamentals of marketing, providing you with a clear understanding of what marketing truly entails. They highlight the power of content marketing and offer practical advice on how to effectively implement content strategies in your own business. Discover...2023-08-0444 minBuilding the Premier Accounting FirmRewind : Unlocking Business Growth Through Messaging & Niche Targeting w/ Terrell TurnerJoin us as we revisit this great conversation from Februrary 2022! This week, we're joined by Terrell Turner, an accountant, entrepreneur, and ghostwriter for Fortune 500 executives and companies. Terrell shares his fascinating journey, from his early beginnings in accounting, to his role as a ghostwriter for some of the biggest names in the business world, and his decision to leave the corporate world behind and become an entrepreneur. He'll also reveal the secret to his business growth - the power of communication - and explain why he's targeting law firms as his primary clients.2023-07-2252 min
The Accounting PodcastHow Much Should A CPA Charge For A Business Tax Return? (with Roger Knecht)In this episode of the Accounting Podcast, Blake and David talk to CPA Roger Knecht about how much CPAs should charge for business tax returns. They also touch on the latest news, including Hunter Biden's plea deal for tax charges, the Pentagon overestimating supplies sent to Ukraine by $6.2 billion, and the SEC charging Marcum with quality control failures. They also dig into sports gamblers losing more money as parlays gain popularity, Roger's five pricing strategies, and AI in accounting. SponsorsOnPay - https://cloudaccountingpodcast.promo/onpayRelay - https://cloudaccountingpodcast.promo/relay H...2023-06-281h 01
Work Less PROFIT More Business PodcastEp. 78 – Hustling For More Clients Doesn’t Lead To More Profit – Special Guest Roger KnechtAs a professional expert, lawyer, accountant, or financial advisor, there comes a time in your business when it's time to stop the hustle – time to stop chasing more clients; because more clients don’t always mean more profit.My conversation with Roger Knecht, Universal Accounting, led us to discuss:His definition of a ‘premier accounting business’The MAP acronymWhy revenue is vanity and profits are sanityBecoming a specialist doesn’t mean you won’t work with othersHow leveraging technology & systems can increase profitsThe importance of systematizing your onboarding for a better client experienceGiving yourself permission t...2023-05-0226 minBuilding the Premier Accounting FirmThe Working Nomad Lifestyle & Achieving Financial Independence w/ Shlomo FreundWelcome to the latest episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger talks to Shlomo Freund, a seasoned entrepreneur and investor with 18 years of experience. Shlomo shares his inspiring journey of entrepreneurship and his experiences running a remote business. He highlights the upsides and downsides of working remotely and provides valuable advice on how to work remotely with family. He also discusses how working remotely with family benefits the kids and provides insights from his personal experiences of working remotely and traveling around the world. Retirement is...2023-03-2952 min
She Means ProfitWhy You Should Hire a Professional Accountant with Roger Knecht“Businesses need proper information to make informed business decisions. And key to that is the accounting information that the accounting professional should be offering to their clients.”—Roger KnechtIn the ever-evolving business world, we are met with strict competition, different challenges and obstacles, and exciting opportunities to help us maximize our profits and scale our businesses. However, there’s no one-size-fits-all solution. It requires different approaches as what worked for you yesterday may not work for you today and in the future.It can be difficult to survive in business without professional help - a...2023-03-2725 min