Building the Premier Accounting Firm Podcast Por Roger Knecht arte de portada

Building the Premier Accounting Firm

Building the Premier Accounting Firm

De: 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.2020 Universal Accounting Center Economía Gestión y Liderazgo Liderazgo
Episodios
  • 5 Must-Have CFO Services for Accounting Clients w/ Lera Kooper

    5 Must-Have CFO Services for Accounting Clients w/ Lera Kooper
    Jul 9 2025
    Join Roger Knecht on “Building the Premier Accounting Firm” as he interviews Lera Kooper, owner of a CPA business advisory firm, about her journey of acquiring and growing accounting firms, and her strategies for offering high-value CFO and advisory services. Discover how Lera transitioned from a tax-driven model to a balanced approach, emphasizing monthly recurring revenue and strategic client relationships. Learn practical insights into firm valuation, service pricing, and team management for accounting professionals. Key Takeaways: Acquire Strategically: Focus on firms with high-growth potential and leverage technology to integrate them efficiently. Shift to Advisory: Transition from compliance-driven services to strategic advisory roles to increase client value. Price Effectively: Set competitive prices for CFO and advisory services, considering the complexity and client size. Build a Strong Team: Invest in team development and create opportunities for them to deliver high-quality advisory services. Plan for Exit: Build your business with the end in mind to maximize its value, regardless of your exit strategy. Featured Quotes: Lera Kooper: “The tax return should just be a box you have to check at the end of the year and not the reason you start a conversation with your cpa.” Lera Kooper: “Hard things are hard because they’re hard. So if you’re waiting around for things to get easier or a better time, it’s just not going to happen and you’re delaying progress.” Behind the Story: Lera’s path into accounting began with her father’s practical advice. After gaining experience in a CPA firm, she recognized the need for more client-focused advisory services. Partnering with a former employer, she embarked on a journey of acquiring firms, shifting their focus, and building a team capable of delivering high-value CFO services. Her story highlights the importance of strategic planning, client relationships, and team development in building a premier accounting firm. Top 3 Highlights: Strategic Acquisitions: Acquire firms for growth, focusing on client potential and tech integration. 🏢 Advisory Focus: Shift from tax preparation to CFO services, increasing recurring revenue and client lifetime value. 💡 Team Empowerment: Invest in team development to deliver high-quality advisory services. 🤝 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: Schedule a time to speak with Lera https://www.accountabilityservices.com/discovery-meeting-advisory-accounting-firm/ 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...
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    42 m
  • This Week on BPAF : Lera Kooper

    This Week on BPAF : Lera Kooper
    Jul 7 2025

    Join us this Wednesday for a new episode where Roger discusses transitioning from a compliance driven to strategic driven firm with Lera Kooper.
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    1 m
  • Rewind : Time is Fleeting, Work More Efficiently w/ Celso Pinto

    Rewind : Time is Fleeting, Work More Efficiently w/ Celso Pinto
    Jul 5 2025

    Join us as we revisit this conversation from 2021!

    Running an accounting business can be overwhelming. Managing time, identifying priorities, and defining workflows is important.

    Listen to Roger and Celso reflect on business and how we can work more purposefully when taking care of our clients. When we work with the intent to be profitable, we can become the premier accounting firm in our area.

    Simply said, things do not need to be as complicated as we tend to make them as we run our business. The time is now to explore ways to leverage technology to improve workflow.

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Celso Pinto

    Founder & CEO at Pixie
    A Portuguese expat in London, Celso worked in senior management at a number of tech companies. Prior to Pixie, he founded GoSimpleTax which led him to learn about the challenges faced by small accountancy practices and their owners.

    Pixie was built to help small accounting & bookkeeping firms get organised. Their simple-to-use, practice management software allows firms to easily take control and manage their clients, tasks, emails, files and workflows in one app. The team at Pixie are on a mission to help small firm owners across the globe to save time, reduce overwhelm and enjoy the day-to-day running of their business.

    Sponsors:

    Universal Accounting Center

    • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

    Offers:

    Start a 30-day free trial of Pixie, no credit card required, and cancel anytime. Head to www.usepixie.com

    Get a FREE copy the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. This is a must have addition to every accountant’s library to provide the value clients look for today:

    • “in the BLACK, nine principles to make your business profitable” – e-book

    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
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    39 m
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