113 Universal Accounting Class (feat. Roger Knecht)

Episode 113 | Recorded October 31, 2022

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In this podcast episode, Scott and Jason talk to Roger Knecht PB, PGE, VB, President of Universal Accounting. Our hosts and Roger provide valuable insights into building a successful accounting practice, from branding and coaching to pricing and profitability. Whether you're an accountant looking to grow your business or simply interested in the accounting industry, this episode is definitely worth a listen. So, tune in and hear from Roger, Scott, and Jason on how to Build a Profitable Premiere Accounting Practice.

• How did Roger get into the space

• Branding and Logos

• Becoming the third president of Universal Accounting

• When do companies need Universal?

• How to implement the help with coaching versus advisory

• Athletics analogy

• Teaching accountants to be coaches

• Issues people have learning to coach

• What are accountants scared of?

• CFO service margins in sole versus firm

• Different business structures, services, and profitability

• Bookkeeping versus Accounting

• Accounting is the language of business

• Pricing Accounting and CFO

• Mentor, Advisor, Consultant, and Coach semantics

• CPAs

• What does Universal call different roles?

• CEO model or Partnerships?

• Different business structures

• A success story

• Doing the work the right way

• The accountant’s accountant: The business coach

• Single line items and bad bookkeeping

• Advertising lines

• Being the CEO and President of a family business

• “I fired my wife”

• It’s not personal, it’s business

• Back to Universal logos

• Where to find Roger & wrapping up

All the Shoutouts:

Universal Accounting, Netflix, Harry Potter, Exxon