Building the Premier Accounting Firm

Roger Knecht
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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.

  1. -2 ДН.

    Secure Your Future: Build a Business That Sells Itself w/ Nancy Mills

    Prepare your business for a thriving future with expert insights into exit strategies and valuation on this episode of Building the Premier Accounting Firm. Today Roger Knecht is joined by Nancy Mills to discuss critical steps for business owners and accounting professionals, from clean financials to navigating emotional transitions. Learn how to maximize business worth and plan for a successful exit. In This Episode: 00:00 Introduction to Exit Strategies 02:35 Why Transition Planning Matters 05:15 Phases of Business Transition 08:53 Business Valuation Methods 12:50 Negotiating Earnouts and Exits 17:38 Emotional Aspects of Selling 25:38 Strategic Buyer Success Story 32:22 Vending Company Exit Strategy 36:30 Key Takeaways and Final Advice 41:17 Conclusion and Resources Key Takeaways: Start exit planning at least three years in advance to ensure optimal preparation and avoid common pitfalls. Assemble a diverse advisory team, including accountants, lawyers, wealth managers, and certified exit planners, for comprehensive support. Focus on timely, accurate financials and clearly separate personal and business expenses to boost valuation. Understand various business valuation methods, including EBITDA multiples and the impact of revenue thresholds on buyer interest. Prepare for the emotional aspects of exiting a business by planning for a post-exit purpose and maintaining control during the transition. Featured Quotes: “They don’t understand. They think that exit planning means you’re putting my company on the market for sale right away.” - Nancy Mills “It’s just like your house. You’ve got to keep it well maintained.” - Roger Knecht “Every business owner needs to understand that they have options and they have many more options than they are currently aware of.” - Nancy Mills Behind the Story: Many business owners overlook exit planning, viewing it as a distant concern or a sign of decline. However, unexpected events like the “dismal Ds”—divorce, disease, death, disagreement, or disability—can force an accelerated exit. This episode highlights the crucial role of proactive planning, much like preparing a child for independence, ensuring a business can thrive without the owner’s daily involvement. It emphasizes the emotional journey involved and the need for a supportive advisory team to navigate the process effectively. 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: Uncover profitability leaks and get highly accurate, actionable insights that reveal your true profitability potential in each of the 12 profit drivers.   $500 for the first 5 to sign up for the Profit Driver Analysis https://lowenbergconsulting.com/profitdriver   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.   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 process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. 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 where 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

    44 мин.

  2. -4 ДН.

    This Week on BPAF : Nancy Mills

    Join us this Wednesday for a new episode where Roger discusses many options owners have to exit their business with Nancy Mills.

    1 мин.

  3. -6 ДН.

    Rewind : Soft Skills Matter In Your Business w/ Lara Squires

    Join us as we revisit this conversation from 2021! Consider this, you need to tap into your inner hairdresser or bar tender.  What in the world could that mean? With that in mind let’s listen in as Lara and Roger discuss “getting social” as you build your business and how it applies in life. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Lara Squires Lara is the founder of Consortium - since 2013 her team has grown to 7 as they work with clients across the UK working professional service such as accountants. Prior to setting up Consortium, Lara was a marketing and Business Development at a regional law firm for 8 years where she was responsible all things related to marketing. She is a fellow of the chartered institute of marketing and as a Chartered Marketer Lara is a keen public speaker.  Something she is proud is the successful group of Ladies Lunch Clubs which are now in their 16th year. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of this opportunity to speak with Lara to apply these lessons regarding your social media presence in your business.  Schedule a time that works for you by CLICKING HERE.   Roger and Lara also discussed the need for a CRM to manage your contacts.  Find out more what you can do to leverage technology, your contacts and time to get the clients you deserve.  Register now to attend this webinar and learn the BEST PRACTICES used by accounting professionals to grow the business. Register now for this Technology MASTER CLASS   Profit & Growth Expert – transition to include with your quality accounting offerings more advisory and coaching services.  Learn how you can do more with and for your clients.  See what you can do to increase your revenue per client engagement and retain your clients longer. See what you can do to become a Profit & Growth Expert!   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

    46 мин.

  4. 8 ОКТ.

    Build, Trust, & Connect: Essential Branding for Accounting Firms w/ Heidi Ryder

    On this episode of Building the Premier Accounting Firm, Heidi Ryder, owner of Keepful, sits down with Roger Knecht to share strategies for marketing and managing a growing bookkeeping firm. Learn how to market services, build a strong brand, and use tools like AI and CRMs to attract and keep ideal clients. Discover methods to grow your bookkeeping or tax business effectively. In This Episode: 00:00 Welcome & Heidi’s Journey 03:09 Marketing, Sales, and Branding 06:12 The Client Experience & Communication 09:09 Client Perspective & Marketing Advice 13:33 AI for Marketing Content 18:20 Website Value & Call to Action 25:15 Funnels, Lead Magnets, and Workflows 33:53 CRM for Accounting Professionals 36:46 Gratitude and Entrepreneurial Journey 41:34 Recap and Final Thoughts Key Takeaways: Define your ideal client through targeted marketing. Build your brand around the client experience, emphasizing clear communication. Use AI to create marketing content, then personalize it. Establish an online presence (website, custom email) to build trust. Maintain automated workflows and CRMs to nurture leads and consistent follow-up. Behind the Story: Ryder started her journey from a desire to work from home with her first child. Her love for numbers and business management quickly turned into a successful bookkeeping firm. Now, she helps other accounting professionals with Keepful, showing them how to automate marketing and attract ideal clients. This episode looks at her insights on client relationships, digital tools, and the importance of finding your “why” in business. 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: Learn more of Keepful and see a DEMO of it in action: https://sk293.isrefer.com/go/KFHP/KB66/ 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 process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. 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

    47 мин.

  5. 6 ОКТ.

    This Week on BPAF : Heidi Ryder

    Join us this Wednesday for a new episode where Roger discusses the client experiance with Heidi Ryder.

    1 мин.

  6. 1 ОКТ.

    Get More Clients Using Your Google My Business Profile w/ James Donovan

    Roger Knecht and Nine-Two Media founder James Donovan discuss powerful marketing strategies for accounting firms, from optimizing online visibility with SEO and Google Business Profiles to positioning yourself as an authority, on the latest episode of Building the Premier Accounting Firm. Join us to learn practical steps to attract clients, improve sales conversations, and scale your business beyond referrals, all while maintaining a flexible lifestyle. In This Episode: 00:00 Welcome and Guest Introduction 02:08 The Importance of Writing a Book 04:53 Transitioning to Outsourced Marketing 07:07 Unlocking SEO for Your Firm 11:10 Leveraging Google Business Listings 14:47 Consistency of Information 17:46 Local Service Ads and Content 21:46 Positioning as an Authority 27:27 Leveraging LinkedIn for Growth 30:10 Marketing and Sales Struggles 33:04 Value of Mastermind Groups 36:40 Living and Working Remotely 38:41 Key Takeaways and Final Advice 43:20 Outro and Resources Key Takeaways: Establish authority and increase trust by publishing a book and consistently providing valuable content. Optimize your online presence with Search Engine Optimization (SEO) and a complete Google Business Profile to be found by prospective clients. Leverage Local Service Ads for highly qualified, pay-per-call leads, especially in less competitive accounting markets. Refine your sales approach by asking discovery questions, focusing on client outcomes rather than technical processes. Join a mastermind group to gain mentorship, avoid common business pitfalls, and contribute to a supportive community. Featured Quotes: “If this is how good their free stuff is, what is their paid stuff going to look like?” — James Donovan “You want to speak of the what’s and the whys and have them pay you for the how.” — Roger Knecht “You get to determine the narrative of your message.” — James Donovan Behind the Story: This episode delves into the practical side of marketing for accounting firms, moving beyond the traditional reliance on referrals. Donovan, an expert in helping accountants attract their ideal clients, shares insights from his newly published book, “Book Solid.”  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: Our offer is as follows: Helping firms offering Fractional CFO/Tax Plans generate exclusive leads & qualify those leads for quality appointments. We charge a flat fee of $2k/m, and conservatively generate 8-12 leads per account on a monthly basis.    https://ninetwomedia.com/linkedinagreement-2108   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 process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively 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 for accounting professionals.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.  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.  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

    45 мин.

  7. 29 СЕНТ.

    This Week on BPAF : James Donovan

    Join us this Wednesday for a new episode where Roger discusses attracting clients the easy way with James Donovan.

    1 мин.

  8. 27 СЕНТ.

    Rewind : The Paranoia Starting The Business w/ Bob Wheeler

    Join us as we revisit this conversation from 2021! Have you ever wondered if your clients would come back to you?  Do you ask yourself if they understand and see value in the services you offer? Wouldn’t it be nice to have a client say you’re not charging enough? These are the questions Bob would ask himself but then one day it changed. Listen as Bob tells his story, gives great advice and shares the time a CPA, one of his mentors, pulled him aside to give him some clear instruction of what not to lose. All of this happens as Roger and Bob have a great conversation with a hint of comedy in the episode. Enjoy. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Robert (Bob) Wheeler, CPA As a man of true integrity with infectious energy, Bob Wheeler’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. Combining finances with behaviors, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve. While strengthening his accounting practice, Bob has simultaneously pursued his love of satire and ventured into the realm of standup comedy. From his thirty years of helping clients, Bob has distilled a concoction of warmth, humor, information, motivation and budgeting directives that he offers to anyone with financial concerns. He is also currently the CFO for The World Famous Comedy Store. Bob’s world travels have led him to high altitudes. He has climbed Mt. Kilimanjaro, ascended to the Mount Everest Base Camp, and hiked several smaller mountains in between. With charm and humor, his experiences on the road, in the office, or running a Greek marathon, feed his wit as a stand-up comic and financial motivator. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Wouldn’t it be nice to worry less about money and focus more on financial freedom?  A healthy relationship with money is freedom. It’s time to become aware of your personal decision-making process in order to create the new financial you.   How emotions underpin our relationship with money (and how that relationship, in turn, affects all aspects of our lives) is the basis of The Money Nerve.     Reconciling your relationship with money allows you to make wiser choices throughout your life.  While you reconcile your relationship with money, you may also discover unexpected benefits in other aspects of your life. Discover Your Money Nerve Embrace your story; own your story. Be willing to accept that you might be partially responsible for your current state of affairs. Acknowledge your goals and make a commitment to go for it. Your Money Nerve may be keeping you from attaining your specific financial goals. As you become more adept at recognizing when your Money Nerve begins to surface, you will become more conscious of its existence. Becoming more aware, you can start to take control and empower your financial life. - https://themoneynerve.com/   Get a FREE copy of each of these books that 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 to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

    47 мин.
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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.

Информация

  • Автор
    Roger Knecht
  • Годы выхода
    2020 - 2025
  • Выпуски
    490
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2020 Universal Accounting Center
  • Сайт подкаста
    Building the Premier Accounting Firm

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