335 episodes

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 Roger Knecht

    • Business
    • 5.0 • 11 Ratings

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.

    This Week on BPAF : Amy Vetter

    This Week on BPAF : Amy Vetter

    Join us this Wednesday for a new episode where Roger discusses mindfulness with Amy Vetter.
     

    • 43 sec
    Rewind : Prioritizing Profit: Rocky Lalvani's Unique Accounting Formula for Business Success

    Rewind : Prioritizing Profit: Rocky Lalvani's Unique Accounting Formula for Business Success

    Join 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 services. By utilizing his accounting formula, 'SALES - PROFIT = EXPENSES', Rocky empowers businesses to prioritize profit and achieve sustainable growth.
    In addition to discussing the 'Profit First' philosophy, Rocky sheds light on the Parkinson's law and how it applies to business. He also delves into the behaviors and habits that accountants can help their clients change to better understand their businesses. He outlines the steps to implementing the profit first philosophy and how he complements it to achieve even greater success.
    But the conversation doesn't stop there! Rocky also shares his insights into the future of accounting and what he sees as the key trends and changes on the horizon.
    If you're looking to take your accounting firm to new heights, you won't want to miss this insightful and engaging conversation with Rocky Lalvani.
     
    Your Host: Roger Knecht, president of Universal Accounting Center
    Guest Name: Rocky Lalvani, EA
    Rocky Lalvani serves as Chief Profitability Adviser for business owners with his business, Profit Comes First.. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional he implements Mike Michalowicz's Profit First System.  We change the accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses.  This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!)
     
    Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. In spite of a lot of struggles and his mom passing away when Rocky was 7, he has been able to achieve financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster.
     
    Sponsors:
    Universal Accounting Center
    ●        Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
     
    Offers:
    Learn how to organize your finances to reach financial independence faster.
    freefinancialself.com/UAC
    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” – the how-to-guide e-book for accounting professionals
    ●        “in the BLACK, nine principles to make your business profitable” – e-book
    ●        Profit First - Transform your business from a cash-eating monster to a money making machine using this proven system.
    Offer CFO and Advisory services with confidence and competence following the Universal Business Builder process.  As a certified Profit & Growth Expert you will help your clients apply the principles of Profit First & Value Builder as you apply the CFO Project processes. 
     
    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.
     

    • 45 min
    From Numbers to Narratives: Effective Communication for Elevated Accounting w/ Brenden Kumarasamy

    From Numbers to Narratives: Effective Communication for Elevated Accounting w/ Brenden Kumarasamy

    In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht welcomes Brenden Kumarasamy, the mind behind MasterTalk, to delve into a critical yet often overlooked aspect of the accounting profession: the power of communication. Brendan, transitioning from an accounting background to a communication coaching expert, brings unique insights into why and how accountants should refine their communication skills to drive business success.
    Main Themes:
    The Importance of Clear Communication: Brenden underscores the essential role of clear and effective communication in presenting financial information. The ability to convey complex data in an understandable manner is crucial for informed decision-making within any organization.
    Practical Presentation Tips: The conversation offers tangible strategies for accountants to enhance their presentation skills. This includes a focus on key numbers, engaging with KPIs (Key Performance Indicators), and staying adaptable to changing financial figures.
    Overcoming Communication Fears: Many professionals grapple with fears surrounding public speaking and communication. Brenden and Roger share techniques such as daily practice and embracing uncertainty with confidence to help overcome these challenges.
    The Role of Personalized Communication: In the age of digital overload, personalized touches like video birthday messages can significantly strengthen business relationships. The discussion touches on the power of such personalized communication efforts.
    Developing Listening Skills: Effective communication isn’t just about talking; it’s equally about listening. The episode covers strategies for enhancing listening skills, asking insightful questions, and thereby fostering deeper professional connections.
    Leveraging Social Media: Brenden and Roger discuss the importance of an online presence for accountants, particularly on platforms like LinkedIn. Sharing valuable content can attract clients and establish the accountant as a trusted advisor in their network.
    Client Retention Through Communication: The conversation wraps up with a focus on client retention, emphasizing how intentional, clear communication can keep clients engaged and loyal to your services.
    Key Takeaways:
    Communication skills are as vital as technical skills in accounting.
    Simple, focused, and personalized communication can dramatically enhance client relationships and decision-making processes.
    Continuous learning and practice in communication can mitigate fears and build confidence.
    Active listening and engagement are foundational to successful professional interactions and long-term business growth.
    This episode is a must-listen for accounting professionals looking to elevate their career by mastering the art of communication. Whether it’s through enhancing presentation skills, leveraging social media, or personalizing client interactions, Brenden Kumarasamy offers actionable insights that can transform how accountants connect, persuade, and lead in their field.
     
    Your Host: Roger Knecht, president of Universal Accounting Center
    Guest Name: Brenden Kumarasamy

     
    Sponsors:
    Universal Accounting Center
    Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
     
    Offers:
    Free Workshop to Improve Your Communication Skills
    https://www.rockstarcommunicator.com/
     
    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” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround pr

    • 47 min
    This Week on BPAF : Brenden Kumarasamy

    This Week on BPAF : Brenden Kumarasamy

    Join us this Wednesday for a new episode where Roger discusses effective communication with Brenden Kumarasamy.
     

    • 35 sec
    Rewind : Unlocking Your Business’ Potential with Brand Messaging & Brand Clarity w/ Jeffrey Shaw

    Rewind : Unlocking Your Business’ Potential with Brand Messaging & Brand Clarity w/ Jeffrey Shaw

    Join 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 of their businesses. Jeffrey stresses the need for accurate brand messaging and how to communicate effectively with your ideal clients.
    He emphasizes the importance of understanding your clients' values, and he shares insights from his books, "LINGO," and "The Self-Employed Life." Jeffrey also covers other critical topics, making it a must-listen for anyone looking to build a successful accounting firm or any business for that matter.
    Take your accounting firm to the next level or launch a successful business, listen to this episode of "Building the Premier Accounting Firm" with Roger Knecht and Jeffrey Shaw and get ready to be inspired and empowered!
    Your Host: Roger Knecht, president of Universal Accounting Center
    Guest Name: Jeffrey Shaw
    Jeffrey Shaw is often described as an authority and advocate for self-employed business owners, valued for his actionable and “in the trenches” approach to achieving business and life success. Why shouldn’t he be? How many people can say they’ve never worked for anyone else?
    Selling eggs door-to-door at 14 years old led to a lifetime of self-employment. In his twenties, he built a portrait photography business and became one of the most sought-after portrait photographers for affluent families in the U.S. for more than three decades. His portraits have been on the Oprah Show, CBS News, featured in People and O Magazine and hang at Harvard University.
    Today, Jeffrey is the author of LINGO and The Self-Employed Life, host of The Self-Employed Life podcast with nearly two-million downloads, and founder of the Self-Employed Business Institute.
    His TEDx Talk is featured on TED.com, he’s a LinkedIn Learning instructor, contributor to Entrepreneur Magazine and speaks at association events, entrepreneurial groups, and conferences.
    Jeff coaches self-employed business owners and those looking to leave their corporate job to create the life of their dreams by building a successful self-employed business. 
    He likes to connect with self-employed and small business owners who are ready to ditch choosing between personal happiness and business success, corporate folks who want to do more purposeful work, and event planners looking for an in-person or remote speaker who can engage with audiences, empowering them to create the life and business they want. 
    Sponsors:
    Universal Accounting Center
    Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
     
    Offers:
    Have The Brand Message on Your Website Home Page Reviewed https://www.jeffreyshaw.com/lingo-review 
     
    Take the time to work ON your business following The Turnkey Business Plan for accounting professionals.
     
     
    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 vi

    • 55 min
    From Panic to Empowerment: Revolutionizing HR for the Heart-Centered Workplace w/ Candice Elliott

    From Panic to Empowerment: Revolutionizing HR for the Heart-Centered Workplace w/ Candice Elliott

    Welcome to the Building the Premier Accounting Firm podcast, where host Roger Knecht dives deep into cutting edge strategies for owners of accounting businesses. In this episode, our esteemed guest Candice Elliott, a seasoned Fractional CHRO and an HR mentor, shares her personal journey and the valuable lessons learned from her career in the field, including personal struggles with work-related stress and panic attacks. Here’s what we cover:
    Candice’s Personal Journey: Hear about how Candice’s experiences with workplace stress led her to found a company dedicated to improving HR practices for small businesses.
    Challenges for Small Businesses: Roger and Candice discuss the unique hurdles small businesses encounter, especially in adapting to remote work environments, and how these can be managed through effective HR strategies.
    Mental and Social Well-Being: Candice talks about the crucial role of HR in addressing and supporting employees’ mental and social health, ensuring a more productive and engaged workforce.
    Impact of Technology: The conversation turns to examine how smartphones and other technologies have disrupted workplace productivity and traditional skills, as well as their effects on human interaction and mental health.
    The Role of Human Interaction: Emphasizing the importance of maintaining personal connections in a digital world, Candice provides insights into fostering meaningful workplace relationships.
    Addressing Mental Health in the Workplace: The significance of mental health is brought to the forefront, with discussions on providing support, the benefits of destigmatizing therapy, and encouraging personal growth among employees.
    Employer Responsibilities: Candice and Roger underscore the importance of employers being vigilant and responsive to their employees’ needs and knowing when to seek professional help.
    Resources for Business Owners: The episode concludes with Candice pointing listeners to free mental health resources that business owners can utilize to support their teams.
    Stay tuned to the end for some powerful takeaways and actionable advice from Candice Elliott on how to create a healthier, more supportive work environment for everyone. Don’t forget to subscribe and join us next time on Building the Premier Accounting Firm.
    If you’re looking for solutions at your accounting firm, in HR or another area, give Universal Accounting Center a call at 801-623-6707.
    Remember, addressing mental health is not just good practice; it’s good business. Until next time, keep prioritizing your employees’ well-being for a stronger and more resilient workplace.
     
    Sponsors:
    Universal Accounting Center
    Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
     
    Offers:
    5 Ways To Support Your Mental Health: this is a free download for business owners and their teams- https://fortressandflourish.com/free
     
    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” – the how-to-guide e-book for accounting professionals
    “in the BLACK, nine principles to make your business profitable” – e-book



    Learn what it is you can do to become an author, leveraging your expertise to market effectively your services and get the clients you deserve.  This is a webinar you don’t want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.
     
    In addition to becoming an author, see what you can do to follow the Turnkey Business plan fo

    • 46 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

WWWWKWKWOWOWOWOOWOWOWOWWO ,

Very invaluable information

Thanks

Merit K ,

Insightful interviews

Roger did a great job directing our interview and making sure his audience got great actionable tips. Great podcast

Sparkymarkey ,

Beyond the numbers there is life…

Roger recognizes that numbers tell a story and is expertly skilled at having that story show up in real live conversations. Thank you Roger for creating an environment for me to share openly the failures that have transformed my life into the success it is today!

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