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.

Building the Premier Accounting Firm is a business podcast hosted by Roger Knecht, with 580 episodes on record and a Required Pod Score of 80.

Roger Knecht hosts Building the Premier Accounting Firm, a business show with 580 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Building the Premier Accounting Firm

  Fix Messy Books and Grow Advisory Engagements w/ Nancy Benet

  Sep 30, 202646 min

  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.

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  Building the Premier Accounting Firm

  This Week on BPAF : Nancy Benet

  Sep 28, 20261 min

  Join us this Wednesday for a new episode where Roger discusses systems for goreth with Nancy Benet.

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  Episode #370

  Attract High-End Clients as an Advisor w/ Ann Carden

  Sep 23, 202641 min

  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.

  ListenShow Notes
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  Building the Premier Accounting Firm

  This Week on BPAF : Ann Carden

  Sep 21, 20261 min

  Join us this Wednesday for a new episode where Roger discusses elevating your business with Ann Carden.

  ListenShow Notes
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  Episode #369

  Beyond Compliance: Scaling High-Impact CFO Services

  Sep 16, 202644 min

  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.

  ListenShow Notes

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