Building the Premier Accounting Firm - podcast cover

Building the Premier Accounting Firm

A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Client On-boarding, Client Relations & Retention, etc. This podcast will help you become an Accountrepreneur, to work ON your business with advice from the experts.
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Episodes

The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan

In 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: 🗣️ Improve communication by translating financial jargon into understandable terms for clients. 🔍 Identify hidden cash flow using techni...

Jul 02, 202541 minEp. 306

This Week on BPAF : Mike Milan

Join us this Wednesday for a new episode where Roger discusses uncovering hidden cash flow with Mike Milan

Jun 30, 202551 sec

Rewind : Being Safe & Vulnerable w/ Robyn Mons

Join us as we revisit this conversation from 2021! Have you ever asked yourself the question, “am I enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist. Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself. There is no need to exp...

Jun 28, 202550 min

Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal

In 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: 🔎 Evaluate HR needs by considering risk ...

Jun 25, 202552 minEp. 305

Rewind : Bringing Passion To The Accounting Profession w/ Cindy Jorgensen

Join us as we revisit this conversation from 2021! Take the time to listen as Cindy and Roger discuss the opportunities individuals have as they build their premier accounting firm in their area. Cindy brings a fresh new look to the approach of deciding next steps. She has a contagious personality that is both inspiring and uplifting. With Cindy it is time to think big, to dream big with considering what we can each do to realize our potential. Here what Cindy has to share to shortcut your path ...

Jun 21, 202542 min

Values Over Profit? The Accounting Paradox w/ Ingrid Edstrom

In 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 Knecht’s interview with Ingrid. Key Takeaways: ✅ Prioritize relationships over tr...

Jun 18, 202547 minEp. 304

Rewind : Embracing the Next Step w/ Adam Syvock

Join us as we revisit this conversation from 2021! Everyone starts somewhere as the begin to offer quality accounting services. Listen in as Adam and Roger discuss the journey from starting to ultimately having a successful accounting business. Adam shares his journey and offers suggestions. Also learn about Adam’s niching into the word of cannabis working with both the growers and dispensaries as clients. It’s a whole new world that is both exciting and challenging but well worth it. Hear a few...

Jun 14, 202535 minEp. 57

3 Interview Hacks to Hire Accounting All-Stars w/ Mark Herschberg

In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes Mark Herschberg, author of “The Career Toolkit,” 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: 💡 Identify and assess key skills beyond technical abilities, such as communication,...

Jun 11, 202538 minEp. 303

Rewind : Simplifying the Accounting Model for the Entrepreneur w/ Femke Hogema

Join us as we revisit this conversation from 2021! Femke returns to discuss with Roger the power of numbers in business. Consider the benefits that come when helping clients manage their businesses with budgets and forecasts. It’s helpful to show clients the consequences of their decisions using a proforma. They also discuss the mental and emotional elements that affect decisions being made in business. Accounting is more than being compliant. It is helping the business owner manage by the numbe...

Jun 07, 202541 minEp. 56

Get Paid What You’re Worth through Nonprofit Accounting w/ Jeremy Van Groll

In 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 e...

Jun 04, 202547 minEp. 302

Rewind : The Evolution Of Accounting Training w/ Ken Bostrom

Join us as we revisit this conversation from 2021! Listen to this discussion with Ken Bostrom as he shares his perspective of 30 years of teaching accounting, how it has changed and now being done. Enjoy the evolution of accounting which now includes computers and software, how things progressed from WordPerfect, Lotus123, ABC Accounting, MYOB to so much more. See how the accounting profession has changed, especially how it has been taught over the years from debits and credits to include softwa...

May 31, 202535 minEp. 55

Are Podcasts the Future of Marketing for Accountants? w/ Christina Lenkowski

this 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 Premie...

May 28, 202536 minEp. 301

Rewind : Offering Quality Accounting Services With Confidence w/ Jennifer Capener

Join us as we revisit this conversation from 2021! Jennifer works with and advises many accounting professionals as they start and build their business. Listen as she shares suggestions and best practices to help accelerate your success. There are two key elements she feels are necessary, confidence and competence. What does that mean? Understand how working with a coach can be the difference to ensure success. Some good advice, “don’t forget why you started”. Enjoy this next episode in the seri...

May 24, 202515 minEp. 54

Fix Your Sleep Debt: Ultimate Guide for Business Owners w/ Dr. Bijoy John

In this episode of Building the Premier Accounting Firm, Dr. Bijoy John, a board-certified sleep specialist, joins Roger Knecht to discuss the vital connection between sleep and mental health for business owners. He shares actionable strategies to improve sleep quality, manage anxiety, and boost overall well-being, crucial for thriving in the demanding accounting industry. Key Takeaways: ⏰ Prioritize dedicated worry time to manage anxiety and prevent racing thoughts before bed. 📱 Establish a te...

May 21, 202550 minEp. 300

Rewind : From Accountant to Hero w/ Rhett Gagon

Join us as we revisit this conversation from 2021! What a great topic and value add to an accounting firm. Rhett joins Roger to discuss services that can be offered to distinguish any accounting business as the one working to work with owners of real-estate. Consider this in-depth conversation regarding Cost Segregation and how it can make you the hero for your clients. This may be the unique selling proposition to help you niche your accounting services in the world of real-estate and investmen...

May 17, 202539 minEp. 53

Achieve Your Goals: Train Your Brain for Peak Performance w/ Robb Zbierski

In 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 bel...

May 14, 202542 minEp. 299

Rewind : Are you Wired for Success w/ Erin Moger

Join us as we revisit this conversation from 2021! Listen in as Roger and Erin discuss the psychology that can frustrate our efforts to be successful and profitable in business. Consider the things so many of us do that sabotage our individual success and learn the formula to help make profit deliberate and intentional. Dream big enough and start small enough to experience success – baby steps 😊 Erin has worked with accounting professional over the years to know what it takes emotionally and pr...

May 10, 202548 minEp. 52

5 Key Words to Find Accounting Success w/ Becky Kemp

In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes motivational speaker and business coach Becky Kemp to explore the power of words in both personal and professional success. Discover actionable insights and the importance of intentional communication for entrepreneurs seeking to improve their businesses and lives. 🚀 Key Takeaways: Acknowledge the need for change and personal dreams to spark creation and innovation. 🌟 Ask better questions to overcome obstacles ...

May 07, 20251 hr 27 minEp. 298

Rewind : Becoming a Business Coach

Join us as we revisit this conversation from 2021! Working with business owners often presents opportunities to educate and perhaps inspire. But what does this look like in a professional setting, in fact in a more formal relationship that may involve compensation? Learn the levels that exist for accounting professionals to offer more than quality accounting services. Consider becoming a: Mentor Advisor Consultant Coach See what you can do to benefit from each as well as offer each of these serv...

May 03, 202550 minEp. 51

Tech Stack Secrets to Build a Profitable Accounting Firm w/ Randy Johnston

In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Randy Johnston, a leading figure in accounting technology, about tech stacks, AI, and the future of the accounting industry. Johnston shares his expertise on choosing the right technology, integrating AI seamlessly, and leveraging tools for optimal efficiency and client satisfaction. This episode provides actionable advice for accounting professionals looking to enhance their firms with cutting-edge technology ...

Apr 30, 202554 minEp. 297

Rewind : Relationship Selling With Confidence w/ Clay Neves

Join us as we revisit this conversation from 2021! Selling accounting services can be a challenge, in fact frustrating, but it doesn’t need to be that way. Listen in as Clay and Roger discuss some essential elements of the process that can make it easier and more effective for you as you work to bring on new clients. There are some key parts of the meeting with a potential client that you don’t want to miss. Also take advantage of some free resources Clay shares that are available to our listene...

Apr 26, 202536 minEp. 50

Tax Planning: Maximize Client Value, Expand Services w/ Kirstin Reeder

In this episode of Building the Premier Accounting Firm, Kirstin Reeder, founder and CEO of Purple Sapphire Business Solutions, shares her journey from stay-at-home mom to EA, offering specialized bookkeeping and tax services. Discover how she balances family and business, sets boundaries, and leverages networking to grow her firm. Key Takeaways: 🤝 Leverage networking and referrals for client acquisition in bookkeeping and tax services. ⏰ Set clear boundaries and manage scope creep to maintain ...

Apr 23, 202544 min
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