
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 th...
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On the show
- Duane Deason2 eps
- Jonathan Stark2 eps
- Kelly Gonsalves1 ep
Also: Wes Towers, Moshe Teitelbaum, Debra Angilletta, Arun Kumar, Robyn Mons, David Waithe
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- 🇰🇪KE · Entrepreneurship#943.5K to 32K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
3.5K to 32K🎙 ~2x weekly·575 episodes·Last published today - Monthly Reach
Unique listeners across all episodes (30 days)
7K to 63K🇺🇸71%🇰🇪29% - Active Followers
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3.9K to 35K
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
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| 10/28/26 | The Accountant's AI Renaissance: Become the Human Edge w/ Jody Padar | Accounting is no longer just about compliance. In this episode of Building the Premier Accounting Firm, host Roger Knecht and guest Jodi Paydar, the "Radical CPA" and co-founder of Excel Labs, explore how accounting professionals can stay relevant as AI takes over the technical work in accounting. They discuss trust, communication, leadership, and why human relationships will define the future of the accounting firm. In This Episode: 00:00 Introduction and Why Humans Stay Relevant 05:00 Building Trust Through Better Communication 08:36 Change, Fight-Flight-Freeze, and Leadership 11:55 Competition, Firm Futures, and Sponsor Message 17:02 AI Agents and the Human Sign-Off 22:12 Upskilling and Deepening Client Relationships 25:54 Competing on Empathy and Training Teams 28:41 Better Questions and Excitement About the Future 31:51 Efficiency, Training the Next Generation 38:12 Listener Resources and Event Invitations 41:16 Closing Thoughts and Sign-Off Key Takeaways: Separate the conversation from the compliance deliverable so clients see the value of your advice. Build stronger communication skills to deepen trust with every client, not just your top four. Upskill your team in advisory conversations, because tax preparation is becoming automated. Ask better questions to uncover client needs and create better financial futures. Choose whether to fight, freeze, or flee the change, and lead with intention before 2030. Featured Quotes: "AI is going to do the accounting work for us. It truly is. It already is." -Jodi Paydar "Our competition today is a fintech or a venture funded, VC backed brand new company." -Jodi Paydar "Accounting has never been a technology problem, it's a value problem." -Roger Knecht Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 43m 51s | ||||||
| 10/26/26 | This Week on BPAF : Jody Padar | Join us this Wednesday for a new episode where Roger discusses the human and AI with Jody Padar. | 0m 39s | ||||||
| 10/21/26 | Why 9 Out of 10 Small Businesses Never Sell w/ Marc Adams | Your business has value, but does a buyer see it the way you do? In today's episode of Building the Premier Accounting Firm, Roger sits down with Marc Adams, strategy mentor and business exit planner with Acquisitions for You. Together they explore why most small businesses never sell and how accounting professionals can prepare clients for a tax-efficient exit. Learn what buyers really pay for, where founders lose money, and how to build a more transferable business. In This Episode: 00:00 Welcome and Beginning With the End in Mind 03:19 Marc's Cancer Diagnosis and COVID Recovery 07:20 Nine in Ten Businesses and a Promise 14:20 Value Leakage and Doubling Business Worth 21:00 Transferable Value and Messy Businesses 27:35 Hidden Leaks and the AI Valuation Premium 31:28 How Accountants Prepare Clients for Exit 38:41 Private Equity Versus Faster Direct Exits 44:50 Show Promotions and Event Invitations 50:04 Closing Thoughts and Speaker Invitation Key Takeaways: Start with the end in mind. Define the exit outcome you want, and set your timeline, whether that is one year or ten. Build systems, processes, and a management team so the business can run without the owner. Raise prices regularly. Ask clients when they last increased fees, because small increases can lift profit significantly. Plan early. Restructuring a business just before a sale can trigger IRS scrutiny, so prepare well before going to market. Featured Quotes: "They're the people that you need to help. If one of them does sell, they don't need your help. Somebody's going to buy it." — Marc Adams "Owners buy certainty of profitability, and the more that you've got around it, effectively, that can make it certain and run without you." — Marc Adams "Start with the end in mind. Very few of us actually practice it." — Marc Adams Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Are you a founder, business owner, or advisor, helping clients think through exit readiness, business value, tax-efficient outcomes, or what may be reducing the owner's keep rate before a sale? Connect with Marc to learn how to double your/their business value in 6 months: https://acquisitions4you.com/ Special Offers for our Podcast Listeners: CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 54m 06s | ||||||
| 10/13/26 | Build A Standout Accounting Brand w/ Mike Jones | In today's episode of Building the Premier Accounting Firm, Roger Knecht and award winning marketing consultant Mike Jones discuss branding strategies for accounting firms. Discover why identity matters more than just a logo and how to stand out in the accounting industry. In This Episode: 00:00:00 Introduction and Why Branding Matters 00:07:12 Defining Identity and First Impressions 00:15:05 Consistency, Fonts, and Common Mistakes 00:22:00 Social Media, Video, and Audience Targeting 00:30:06 Firm Naming Strategies and Final Advice Key Takeaways: Define your firm's unique identity beyond standard visual elements. Maintain strict visual and messaging consistency across all platforms. Target a specific audience to make your marketing much more effective. Evaluate your firm's name and branding to build better differentiation. Featured Quotes: "Mike Jones: Your brand is your identity. It is who you are." "Mike Jones: Just because it's common doesn't mean it's best." Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: The Remarkabrand Index for Accounting Firms - https://www.remarkabrand.com/ https://www.remarkabrand.com/2026-remarkabrand-index-for-accounting-firms Special Offers for our Podcast Listeners: CLICK HERE to take advantage of them today! Are you ready for a change, both personally and professionally? Then accept and participate in the Accountrepreneurs Challenge. This is a FREE opportunity to apply best practices and make this the best year yet in your career. Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This conference is one you don't want to miss. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds." "in the BLACK, Nine Principles to Make Your Business Profitable." "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. "Your Profit & Growth Expert" - Offer CFO & Advisory services with confidence and competence. Take the time to understand what your clients expect from you as their accountant. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals, check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777 | 43m 57s | ||||||
| 10/7/26 | Why Early Adopters of AI in Accounting Are Already Falling Behind | Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht explores how artificial intelligence impacts the accounting profession today. Discover practical strategies to adopt AI, protect client data, and maintain essential human skills. In This Episode: 00:00:00 AI in Accounting: Moving Past Early Adoption 00:04:41 Fight, Flight, or Freeze in the AI Era 00:08:33 Remaining the Human in the Loop 00:14:24 Four Practical Steps to Leverage AI Daily 022:17 Overcoming Catastrophism and Staying Relevant 027:36 Preserving Core Accounting Skills and Education Key Takeaways: Adopt AI tools now because early adopter phases are long gone. Protect client data by utilizing built-in security settings within platforms. Learn the vocabulary of AI to discuss technology intelligently with clients. Replace traditional search engines with AI conversation and voice features. Maintain core accounting skills to remain the essential human in the loop. Featured Quotes: "The time for early adopters, that was months ago. What we're dealing with now is, we as average users are jumping in and taking advantage of this." - Roger Knecht "We as a professional need to remain as the human in the loop." - Roger Knecht "Don't become lazy… that is the downfall of where we're going to be as a species if we do not retain our skill sets." - Roger Knecht Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 36m 28s | ||||||
| 9/30/26 | Fix Messy Books and Grow Advisory Engagements w/ Nancy Benet | Thank you for joining us for another episode of Building the Premier Accounting Firm. Today, host Roger Knecht and Founder and CEO of Fix-It Accounting Nancy Benet discuss how to scale accounting firms beyond compliance work into advisory services and franchise models. Discover proven steps to overcome business fears, build strategic partnerships, and create clear financial systems. In This Episode: 00:00:00 Introduction and Overcoming Early Business Failure 00:05:25 Transitioning from Solopreneur to Business Owner 00:11:09 Adding Advisory Services and Strategic Partnerships 00:17:39 Specializing in the Franchise Business Model 00:25:03 Franchising Fixit Accounting and Family Legacy 00:35:09 The Future of Accounting and AI Key Takeaways: Niche down early to make marketing much simpler and attract the right clients. Partner with other professionals to offer fractional CFO services without needing all the skills yourself. Delegate administrative tasks first by hiring assistants to free up time for core client work. Focus on forward-thinking advisory metrics to help clients plan for future profitability. Featured Quotes: "We're taught to do everything ourselves. And so to bring somebody in, it's really scary." - Nancy Benet "If we can expand our awareness and our ability to think outside the box, it opens new doors." - Nancy Benet Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Success Your Way: Build stronger awareness and structure as you grow your business. Get the free 5 Actions to Instantly Change Your Mindset download here: https://successyourway.com/free-downloads Special Offers for our Podcast Listeners: CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 46m 00s | ||||||
| 9/28/26 | This Week on BPAF : Nancy Benet | Join us this Wednesday for a new episode where Roger discusses systems for goreth with Nancy Benet. | 0m 42s | ||||||
| 9/23/26 | Attract High-End Clients as an Advisor w/ Ann Carden | Welcome to another episode of Building the Premier Accounting Firm. Today Roger Knecht welcomes Ann Carden to discuss how accounting professionals can stop trading time for money and elevate their practices. Discover strategies to attract high-end clients, position yourself in a category of one, and package high-value advisory services. In This Episode: 00:00:00 Unlocking Hidden Potential in Your Business 00:05:35 Elevating Client Acquisition and Positioning 00:10:10 The Power of Exclusivity and Qualification 00:20:45 Moving Beyond Commodities and Hourly Pricing 00:28:45 Building a Premier Accounting Firm Key Takeaways: Elevate your accounting practice by targeting top-tier clients rather than relying on high-volume funnels. Position your firm as a category of one so buyers pre-sell themselves before the first meeting. Implement high-end strategic advisory packages instead of sticking to hourly billing or minor price bumps. Qualify prospective clients to ensure mutual respect and higher project investment. Featured Quotes: "Visibility is not revenue. Don't confuse that." - Ann Carden "You have to be in a category of one. You have to stand out in a category of one." - Ann Carden Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: BILL It's time to grow your capacity, not your headcount. Visit bill.com/BUILDING to get started today, and when you take a demo, you'll receive a $250 gift card. Terms apply. Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: flobizsolutions.com Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 41m 27s | ||||||
| 9/21/26 | This Week on BPAF : Ann Carden | Join us this Wednesday for a new episode where Roger discusses elevating your business with Ann Carden. | 0m 39s | ||||||
| 9/16/26 | Beyond Compliance: Scaling High-Impact CFO Services | Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and The CFO Project CEO Dyanna Salcedo discuss how accounting professionals can pivot from traditional compliance work to high-impact CFO advisory services. This episode explores the impact of AI and offshoring on the accounting industry and provides a clear framework for building a scalable, profitable advisory practice. In This Episode: 00:00:00 Introduction to Expert Insights 00:01:38 Defining Accounting vs. Advisory Roles 00:06:42 Scalable CFO Advisory Models 00:13:47 Structuring Successful Client Engagements 00:22:08 Overcoming Barriers to Advisory Services 00:28:44 The Role of AI in Accounting 00:35:05 Closing Thoughts and Future Opportunities Key Takeaways: Define the role of a CFO advisor as a forward-looking guide for small business owners rather than a historical reporter. Leverage AI as a powerful tool for efficiency while maintaining a human-in-the-lead approach for judgment and accountability. Focus on cash flow drivers to provide tangible, high-value results that justify premium pricing. Featured Quotes: "Your job is to illuminate where the client should focus. They will have the answers of how to actually affect that driver." — Dyanna Salcedo "We call it human in the lead. You want to stay in the lead, making sure that you're verifying everything." — Dyanna Salcedo "AI cannot certify financials. AI cannot submit a tax return and sign off on that return as the preparer." — Roger Knecht Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: BILL It's time to grow your capacity, not your headcount. Visit bill.com/BUILDING to get started today, and when you take a demo, you'll receive a $250 gift card. Terms apply. Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: flobizsolutions.com Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 43m 52s | ||||||
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| 9/9/26 | Stop Doing the Books: A Step-by-Step Guide to CFO Advisory | On today's episode of Building the Premier Accounting Firm, Roger Knecht welcomes guest Jimmy Moore to discuss the critical intersection of merchant services, payment compliance, and financial technology for accounting firms. They explore how advisors can better protect their clients from rising fees and regulatory pitfalls while streamlining tech stacks for better performance. In This Episode: 00:00 Introduction to the Podcast 01:29 Understanding Merchant Services 04:20 PCI Compliance Fundamentals 06:46 Tech Stacks and Integrations 09:43 Four Compliant Billing Models 14:18 Cash Discounting Pitfalls 17:53 Visa Regulations and Enforcement 22:14 Future of Payment Technology 26:57 Leveraging Partnerships for Growth 32:02 Effective Rate and Closing Thoughts Key Takeaways: Audit client payment models to ensure they follow one of the four approved methods: surcharging, cash discounting, dual pricing, or convenience fees. Prioritize PCI compliance to safeguard sensitive cardholder data and avoid costly non-compliance fines. Integrate payment solutions with core accounting software to reduce manual data entry and minimize human error. Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: BILL It's time to grow your capacity, not your headcount by using BILL, the AI-powered, exception-based AP solution built to help accounting firms work smarter as they scale and grow. From managing domestic and global payments to reducing manual data entry, BILL helps your team operate more efficiently. You'll gain better visibility and control over financial operations and save time on routine processes. That means more time focused on strategic client success, stronger relationships, and higher-value advisory work. Plus, BILL supports healthier cash flow for your firm with automated invoicing that can help you get paid up to two times faster. Join the more than 9,000 accounting firms who trust BILL Visit bill.com/BUILDING to get started today, and when you take a demo, you'll receive a $250 gift card. Terms apply. Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: flobizsolutions.com Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 44m 45s | ||||||
| 9/7/26 | This Week on BPAF : Jimmy Moore | Join us this Wednesday for a new episode where Roger discusses credit card compliance with Jimmy Moore. | 1m 02s | ||||||
| 9/2/26 | What Your Financial Statements Are Hiding w/ Chris Shurian | Welcome to another episode of Building the Premier Accounting Firm podcast. Join host Roger Knecht and serial entrepreneur Chris Shurian as they explore the vital intersection of accurate financial data, exceptional customer service, and business ownership. This episode provides actionable strategies for accounting professionals and business owners to better understand the metrics that drive success and the power of building genuine client relationships. In This Episode: 00:00 Defining Founders and Business Exits 04:16 The Crucial Role of Accurate Accounting 11:34 Key Metrics and Simplifying Financial Reporting 21:08 The Power of Exceptional Customer Service 30:46 Creating Wow Moments for Customers 40:52 Setting Expectations and Professional Care 50:55 Authenticity in Business Leadership Key Takeaways: Prioritize accurate, timely financial reporting to prevent business failure and enable informed decision-making. Implement the "barefoot experience" approach to customer service to exceed expectations and stand out in competitive industries. Use simple, high-level dashboards—or "scorecards"—to keep business owners focused on green-light, red-light metrics. Maintain human connection in business interactions, even when leveraging technology, to build long-term loyalty. Featured Quotes: "You have to know your numbers. You absolutely have to know your numbers." — Chris Shurian "Customer service is a contact sport." — Chris Shurian "We need to recognize that when we fail to actually do our jobs properly, it does hinder the business owner from making informed business decisions." — Roger Knecht Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 1h 18m 16s | ||||||
| 8/26/26 | How to Make the Most of AI at Your Firm w/ Tyler Otto | In this episode of Building the Premier Accounting Firm, Roger Knecht welcomes back Tyler Otto to discuss the practical implementation of artificial intelligence within an accounting firm. This conversation highlights why treating AI as a new, trainable employee is the most effective approach for scaling operations and improving firm efficiency. In This Episode: 00:00:00 Introduction and Embracing AI 00:03:11 Treating AI as an Intern 00:10:15 The Reality of AI Development Time 00:16:49 Buy Versus Build AI Solutions 00:22:02 Future-Proofing Your Firm 00:25:41 AI for Firm Visibility and Control 00:28:36 Personal Growth and Community Engagement 00:32:08 Gratitude and Concluding Thoughts Key Takeaways: Adopt AI tools strategically by treating them like entry-level employees that require training, supervision, and clear process guidelines. Prioritize integrating AI features into existing software platforms rather than attempting to build proprietary, custom-coded systems. Recognize that implementing new technology requires an initial investment of time and labor before actual time savings occur. Focus firm leadership on high-level strategy and client interaction by utilizing AI to handle repetitive tasks and internal visibility. Featured Quotes: "If you want to figure out how to roll out AI, think of it like you just hired a new entry-level employee." — Tyler Otto "You have to slow down to speed up. You have to build the tools, build the skills, build the processes." — Tyler Otto "Your firm is a reflection of the leadership. So if you're not willing to work on yourself, you're not going to be able to expect your staff to be the person your firm needs." — Tyler Otto Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: BILL It's time to grow your capacity, not your headcount by using BILL, the AI-powered, exception-based AP solution built to help accounting firms work smarter as they scale and grow. Join the more than 9,000 accounting firms who trust BILL Visit bill.com/BUILDING to get started today, and when you take a demo, you'll receive a $250 gift card. Terms apply. Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 39m 15s | ||||||
| 8/24/26 | This Week on BPAF : Tyler Otto | Join us this Wednesday for a new episode where Roger discusses implementing AI with Tyler Otto. | 0m 39s | ||||||
| 8/19/26 | Build an AI-Powered CAS Practice by 2028 w/ Peter McCarroll | Join Roger Knecht and guest Peter McCarroll on the latest episode of Building the Premier Accounting Firm as they discuss the urgent transformation of accounting practices through AI implementation. Learn how to shift from historical reporting to real-time advisory services and why adopting these technologies within the next two busy seasons is critical for the survival and growth of modern firms. In This Episode: 00:00:00 The Urgency of AI Adoption 00:03:49 Moving From Rearview to Dashboard 00:08:44 The Role of a Strategic Navigator 00:13:39 Phases of AI Implementation 00:18:21 Practical AI Applications 00:23:09 Advisory and Scaling Knowledge 00:28:48 Advanced Integration and Workflows 00:33:08 Empowering Staff in the AI Era 00:38:37 Final Thoughts and Future Roadmap Key Takeaways: Adopt AI tools now to prepare for the industry landscape of 2028. Transition accounting services from "rearview mirror" reporting to real-time, "dashboard" insights. Leverage AI as a strategic collaborator to identify revenue growth opportunities. Train staff members to become "accountant agent managers" who oversee AI-driven workflows. Integrate AI with existing platforms to optimize data transformation and efficiency. Featured Quotes: "AI is going to change the way we do our work, it's going to change the way we run our firm, it's going to change the way we engage with our clients." — Peter McCarroll "You can't drive very far or very fast looking in the rearview mirror." — Peter McCarroll "I don't sell tools. I sell thought." — Peter McCarroll Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Exclusive offer: Get $500 off the AI Practice Transformation program — our three-week cohort that helps CAS firms redesign workflows, engineer their AI context, and build a real advisory model. That brings it from $2,997 to $2,497. Mention this episode when you reach out, and we'll apply the discount. Start at theaiaccountant.ai/transformation Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal | 51m 28s | ||||||
| 8/17/26 | This Week on BPAF : Peter McCarroll | Join us this Wednesday for a new episode where Roger discusses AI with Peter McCarroll. | 0m 46s | ||||||
| 8/12/26 | Why Accounting Marketing Messages Fail w/ Heidi Ryder | Join Roger Knecht and guest Heidi Ryder as they explore the essentials of growing a bookkeeping business with powerful marketing on the latest episode of Building the Premier Accounting Firm. This episode provides practical advice on marketing your firm, leveraging AI tools, and overcoming imposter syndrome to build a successful, remote-first accounting practice. In This Episode: 00:00:00 Introduction and Why Become a Bookkeeper 00:04:22 Virtual Bookkeeping and Client Retention 00:08:36 Common Marketing Pitfalls and Language 00:13:35 Practical Advice and Using AI for Marketing 00:20:47 Building Confidence and Overcoming Sales Anxiety 00:26:53 Peer Collaboration and Overcoming Imposter Syndrome 00:33:05 Balancing Motherhood, Faith, and Business 00:43:31 Closing Thoughts and Final Challenges Key Takeaways: Translate complex accounting jargon into simple, client-friendly language to build trust. Prioritize clear communication and networking over cold-calling to find ideal clients. Maintain professional confidence by acting as a peer rather than an employee to your clients. Featured Quotes: "Whatever that thing is that scares you, that's what you should go out and do." — Heidi Ryder "You're never going to have a balance. But when you're out of balance, make sure it means something." — Heidi Ryder Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Book a demo and/or purchase by going to keepful.com Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 53m 50s | ||||||
| 8/5/26 | The Secret to Closing the Gap Between Profit and Cash w/ David Safeer | Welcome to another episode of Building the Premier Accounting Firm. Today you'll discover how to bridge the gap between technical accounting and the practical cash flow needs of small business owners. Roger Knecht and guest David Safeer share actionable strategies to help accounting professionals transition into high-value cash flow advisory roles. In This Episode: 04:08 Cash vs. Accrual Perspectives 08:24 Implementing Cash Flow Projections 14:16 Attention and Accountability 26:47 Managing Cash Flow Strategies 37:37 Cash Flow Misconceptions 42:01 Accrual vs. Cash Forecasts 49:17 Impactful Cash Flow Strategies 1:07:40 Digital Tools for Cash Flow Key Takeaways: Prioritize clear, simple language over complex financial terminology to improve client communication. Implement 13-week cash flow projections to provide actionable visibility for business owners. Identify "gold nuggets" within a business, such as unused assets or inefficient procurement processes, to generate immediate cash. Featured Quotes: "Accounting is the language of big business. It's being shoved down the throats of small businesses." — David Safeer "If you're an accountant and they have an internal bookkeeper, I teach… I don't give reports. They don't need another report. They need a cash flow projection." — David Safeer "You can't go to the supermarket and buy dinner with profits. You have to use cash." — David Safeer Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get the free eBook with 24 profitable cash flow strategies: www.cic60.com Get a free advisory exploratory phone call: https://calendly.com/dsafeer/strategy Mention you heard David on the "Building the Premier Accounting Firm" podcast and get 10% off any program you sign up for. Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 1h 20m 15s | ||||||
| 7/29/26 | Is Your Sales Process Limiting Your Accounting Firm? w/ Brian Mayoral | Thank you for joining us for another episode of Building the Premier Accounting Firm. Today Roger Knecht and Brian Mayoral, Co-Founder and CEO of Sell Up, explore how accounting professionals can create the ideal sales package for their services. Discover how niching, effective sales systems, and shifting from features to benefits can help you scale your firm with easy to implement sales strategies. In This Episode: 00:00:00 Introduction to the Podcast 00:02:10 Redefining the Meaning of Sales 00:07:54 Mentorship and Personal Growth 00:13:01 Common Sales Pitfalls for Accountants 00:19:58 Packaging and Selling Value 00:27:10 Strategies for High-Value Sales 00:36:11 Closing Thoughts and Final Advice Key Takeaways: Define an ideal customer profile to move away from the "jack of all trades" trap and increase your firm's repeatability. Prioritize "bennies" (benefits) over features to communicate the actual value of your services to business owners. Implement a structured sales process that builds trust and uses both logic and emotion to drive faster client decisions. Avoid the "Grand Slam" mentality by using a value ladder to offer smaller, high-impact services first. Featured Quotes: "Sales is believing in someone's highest potential, not in their current circumstances." — Brian Mayoral "The best sales techniques rarely beat the person who truly believes in their product or service." — Brian Mayoral "Sales isn't coercive; it's a collaborative decision that betters a situation." — Roger Knecht Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Helping accounting professionals confidently and Increase profit by 30% - Convert more high-paying clients upfront without more hours Book you no cost offer review at wesellup.com/schedule competently offer quality accounting services to get paid what they are worth. Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 46m 14s | ||||||
| 7/27/26 | This Week on BPAF : Brian Mayoral | Join us this Wednesday for a new episode where Roger discusses having a successfull sales cycle with Brian Mayoral | 1m 02s | ||||||
| 7/22/26 | The 5-Part Framework for Magnetic Company Culture w/ Dr. Ruth Mannschreck | Thank you for joining us for another episode of Building the Premier Accounting Firm. Today you'll discover how to build a self-sustaining accounting firm that thrives without your constant presence. Roger Knecht and guest Dr. Ruth Mannschreck share a five-part framework for creating robust systems, fostering a magnetic company culture, and hiring for long-term success. In This Episode: 02:34 The Catalyst for Business Transformation 06:16 Collaborative Problem Solving and Systems 10:05 Communication and The Warm Handoff 17:27 Hiring for Soft Skills 23:06 Defining Culture through Behavior 28:10 Effective Leadership Styles 34:37 Redefining Success Beyond Busy Work Key Takeaways: Standardize your client journey using video-based SOPs to ensure consistency. Implement a culture of leadership where every team member is empowered to take initiative. Prioritize soft skills during the hiring process to ensure long-term cultural fit. Shift your mindset from being "busy" to being "effective" to reclaim your personal time. Featured Quotes: "I'd like to get people out of their office and back into their lives and have their practice support their life instead of the other way around." — Dr. Ruth Mannschreck "If they can't make decisions, if they can't move forward without stopping by your office to ask a question, you've missed a big piece there." — Dr. Ruth Mannschreck Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get access to the 'Self-Propelled Business Framework' at www.WorkFewerHours.com Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 45m 38s | ||||||
| 7/20/26 | This Week on BPAF : Dr. Ruth Mannschreck | Join us this Wednesday for a new episode where Roger discusses building a practive hat runs without you with Dr. Ruth Manschreck | 0m 54s | ||||||
| 7/15/26 | The Secret to Falling in Love with Accounting Again w/ Matt Granados | In today's episode of Building the Premier Accounting Firm, Roger Knecht and guest Matt Granados discuss how accounting firm owners can move beyond basic efficiency to reach true effectiveness. They explore how setting clear client expectations and implementing structured planning systems help reduce burnout and improve profitability. In This Episode: 00:00 Efficiency vs Effectiveness in Accounting 03:50 Managing Expectations and Client Satisfaction 07:13 Bridging Intention and Execution 12:24 Evolution of Leadership Styles 17:24 Creating Margin and Optimal Performance 23:29 Strategic Planning for Success 27:33 Combating Burnout Through Systems 33:49 Closing Insights and Resources Key Takeaways: Differentiate between efficiency (speed) and effectiveness (quality) to provide better client outcomes. Set clear, professional expectations with clients early in the onboarding process to manage workloads and maintain boundaries. Prioritize personal and organizational margin to ensure you are prepared for unexpected business or life challenges. Shift your leadership style from a "drill sergeant" to an "architect" to help your team perform optimally. Featured Quotes: "Efficient is based on speed. Effective is based on quality of the outcome." — Matt Granados "No one accidentally becomes fulfilled. I've seen people accidentally become rich. I've seen people accidentally become successful, but I've never seen someone be accidentally fulfilled." — Matt Granados "The most successful people I work with have a system and solution before they need it." — Matt Granados Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: This is a monthly group coaching call to help high performers level up to optimal performance. community.lifepulseinc.com Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777. And know that if it's about accounting, it's Universal. | 44m 10s | ||||||
| 7/13/26 | This Week on BPAF : Matt Granados | Join us this Wednesday for a new episode where Roger discusses working more efficiently with Matt Granados | 0m 38s | ||||||
| 5/6/26 | accounting educationAI in accounting+4 | David Waithe | IntuitUniversal Accounting | — | accounting educationAI+4 | — | 1h 31m 18s | ||
| 5/2/26 | SEOonline presence+4 | Kelly Gonsalves | Universal Accounting CenterTotally Booked+1 | — | SEOaccountants+4 | — | 35m 24s | ||
| 4/29/26 | marketing strategiesaccounting firms+5 | Wes Towers | Google Business Profile | — | accounting marketinglocal visibility+5 | — | 54m 39s | ||
| 4/22/26 | cost managementaccounting+5 | Duane Deason | accounting firmsAI | — | cost managementaccounting firms+5 | — | 46m 11s | ||
| 4/20/26 | AICashflow+3 | Duane Deason | AICashflow | — | AICashflow+5 | — | 0m 39s | ||
| 4/18/26 | automationaccounting+4 | Moshe Teitelbaum | ShtarArtificial Intelligence | Israel | automationaccounting+5 | Universal Accounting Center | 39m 34s | ||
| 4/15/26 | hourly billingvalue-based pricing+4 | Jonathan Stark | Building the Premier Accounting Firm | — | hourly billingvalue-based pricing+5 | — | 59m 15s | ||
| 4/13/26 | pricing mindsetbusiness strategy+1 | Jonathan Stark | — | — | pricingmindset+3 | — | 0m 27s | ||
| 4/11/26 | selling accounting servicessales techniques+3 | Debra Angilletta | — | — | salesaccounting+5 | — | 49m 47s | ||
| 4/8/26 | ethics in accountingfinancial pitfalls+4 | Arun Kumar | Ultim Quest Knowledge | — | accounting ethicsfinancial integrity+5 | — | 49m 58s | ||
| 4/4/26 | self-doubtimposter syndrome+4 | Robyn Mons | Universal Accounting Center | — | self-sabotagesocial anxiety+3 | — | 1h 06m 11s | ||
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