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
  • The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan

    The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan
    Jul 2 2025
    In this episode of Building the Premier Accounting Firm, Roger Knecht interviews Mike Milan, a cash flow expert, on uncovering hidden cash flow and building financial strength in businesses. Mike shares insights from his Clear Path to Cash framework, emphasizing communication and practical implementation strategies for accounting professionals. Key Takeaways: 🗣️ Improve communication by translating financial jargon into understandable terms for clients. 🔍 Identify hidden cash flow using techniques like the “Cash Leak Map” to demonstrate value. 🚀 Offer advisory services as a standalone revenue stream, addressing clients’ pressing needs. 🤝 Build confidence through training and role-playing to effectively deliver cash flow advisory services. 🌱 Invest time in learning new skills to adapt to the evolving accounting profession. Behind the Story: Mike Milan’s approach combines his experience as a state trooper, using de-escalation techniques, with insights from psychology observed from the show “Hoarders,” enabling him to connect with business owners and guide them toward better financial decisions. His “Clear Path to Cash” framework trains accounting professionals to confidently identify and address cash flow issues, turning compliance into commitment. 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. About Cash Flow Mike: Let’s face it—tax season is about the past. You're filing reports, closing books, and looking in the rearview mirror. But the most valuable advisors? They’re not stuck in the past—they're helping clients build the future. That’s where Clear Path To Cash comes in. It’s the system designed specifically for accountants and bookkeepers who want to deliver real advisory value—without guesswork. With on-demand courses, live training, and a powerful cash flow app, you’ll learn how to uncover hidden cash, guide better decisions, and close more high-value deals—all by simplifying the way you talk about financials. And right now, just for GrowCon listeners, you can try any membership level FREE for 30 days. Just use the promo code UAC25FREE at checkout. So stop looking backward—start leading forward. Visit CashFlowMike.com and enter UAC25FREE to unlock your free trial today. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Free eBook Download of The 7 Minute Conversation. https://cashflowmike.com Use Discount Code UAC25FEE to get a free 30-day membership https://cashflowmike.com/pricing 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 ...
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    41 m
  • This Week on BPAF : Mike Milan

    This Week on BPAF : Mike Milan
    Jun 30 2025

    Join us this Wednesday for a new episode where Roger discusses uncovering hidden cash flow with Mike Milan
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    1 m
  • Rewind : Being Safe & Vulnerable w/ Robyn Mons

    Rewind : Being Safe & Vulnerable w/ Robyn Mons
    Jun 28 2025

    Join us as we revisit this conversation from 2021!

    Have you ever asked yourself the question, “am I enough” or “am I deserving”?

    These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist.

    Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses.

    Learn what you can do to be in business for yourself but not by yourself. There is no need to experience this journey alone and feel as if you are re-inventing the process when running a successful accounting business.

    Don’t miss this important and powerful discussion!

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Robyn Mons

    Robyn Mons is a certified Life and Weight Coach. As a professional, wife and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world.

    Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20 and her codependent pup, Dirk the Doodle.

    Sponsors:

    Universal Accounting Center

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

    Offers:

    Learn more about the coaching offered with Universal Accounting Center and Robyn Mons to help you have the confidence to run the premier accounting firm in your area. Meet the Universal Accounting Team!

    Take the next step to receive what you want in business.

    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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    50 m
  • Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal

    Accounting Firm HR: Stop Pushing Paper, Prioritize People w/ Rhamy Alejeal
    Jun 25 2025
    In this episode of Building the Premier Accounting Firm, host Roger Knecht and Rhamy Alejeal, founder of People Processes, discuss the importance of HR in accounting firms, addressing risk mitigation, employee productivity, and strategies for remote teams. Learn how to prioritize people to build a successful accounting, bookkeeping, and tax business in this insightful interview with one of the leading minds in the world of Human Resources. Key Takeaways: 🔎 Evaluate HR needs by considering risk mitigation and return on labor. 🏢 Formalize performance management and onboarding structures for remote teams. 📊 Track key HR data points to improve business operations and employee satisfaction. 🤝 Develop people processes to empower employees to make decisions aligned with company culture. 🚀 Partner with HR professionals to streamline processes, enhance employee performance, and increase firm profitability. Behind the Story: Rhamy Alejeal shares his journey from economics and insurance to becoming a leading provider of HR solutions. He explains how he helps businesses scale by focusing on people processes, data-driven insights, and creating a culture where employees make decisions aligned with the company’s values, 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. About keepful® : Let’s be honest—most of us didn’t become bookkeepers or accountants to spend hours learning marketing systems and chasing leads. We did it to serve clients and build a business we love. But what if you could get better clients without the marketing overwhelm? That’s exactly what keepful® does. It’s the all-in-one marketing system built specifically for bookkeepers and accountants—and it works 24/7 behind the scenes to bring in leads, book consultations, and automate follow-ups. You get a professional website, branded consultation page, and follow-up automations—all tailored to your business. No more duct-taping tools together or hiring expensive marketing teams. If you want to grow your firm with ease and attract better clients without doing more work, go check out keepful today at keepful.com. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Elevate Your Services: HR Partnership Program for Finance Professionals: https://peopleprocesses.com/partnerprogram/ 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. 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 ...
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    52 m
  • This Week on BPAF : Rhamy Alejeal

    This Week on BPAF : Rhamy Alejeal
    Jun 23 2025

    Join us this Wednesday for a new episode where Roger discusses how to scale and grow with Rhamy Alejeal.
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    1 m