Building the Premier Accounting Firm
Episodes
Fortunes are in the Follow Up w/ Dan Rawls
02 Mar 2022
Contributed by Lukas
This is a conversation with a friend and successful business owner, in fact the master networker or as some may say, "match maker". Listen as Dan and ...
Financial Modeling with Confidence w/ Ian Schnoor
23 Feb 2022
Contributed by Lukas
As accounting professionals the idea of creating or using forecasts or budgets to manage a business is not heard of but financial modeling takes it al...
SEO for Accountants & More! w/ Kelly Gonsalves
09 Feb 2022
Contributed by Lukas
In this episode of Building the Premier Accounting Firm, you'll learn what you need to do with your online presence to get people to find you and act,...
A Marketing Strategy That Works w/ Chris Forsey
02 Feb 2022
Contributed by Lukas
If getting more clients is on the agenda, this is a conversation you don't want to miss. Roger speaks with Chris about the elements that make up the i...
Moving Away From Data Entry w/ Moshe Teitlebaum
26 Jan 2022
Contributed by Lukas
Accounting & bookkeeping is made up of processes and systems, prime to be automated. But what and how is the million-dollar question. Well, this i...
Pitching Isn't Easy But It Pays w/ Precious Williams
19 Jan 2022
Contributed by Lukas
Alright, you've heard about the 30 or 60-second commercial but would you like to hear from the Pitch Queen how to do them right and with passion and e...
100th Episode This Week on BPAF!
17 Jan 2022
Contributed by Lukas
Thank you listeners for helping us reach this milestone! Many more episodes to come.
Selling Accounting Services 2.0 w/ Debra Angilletta
12 Jan 2022
Contributed by Lukas
Listen as two expert salespeople share their insights; the key elements needed to close the deal and get the clients you deserve. Debra and Roger of...
Having the Confidence to Succeed! w/ Robyn Mons
05 Jan 2022
Contributed by Lukas
Have you ever asked yourself the question, "am I enough, good enough" or "am I deserving"? These self-sabotaging questions that conjure up self-doubt ...
Bringing Passion to Client Relations w/ Bobby Martin
29 Dec 2021
Contributed by Lukas
Bobby and Roger have a timely discussion about industry trends and why they are relevant to know as accounting professionals. From marketing and sal...
The Business Owner Mindset w/ Shannon Vincent
22 Dec 2021
Contributed by Lukas
Here's an episode you don't want to miss. Shannon and Roger discuss the challenges that owners of accounting firms face as they work to offer quality ...
Giving Back to the Accounting Profession w/ Tiffani Higgins
15 Dec 2021
Contributed by Lukas
Imagine offering bookkeeping services on the side, over weekends and weeknights, and having the success to replace the day job income and then decidin...
It Started Just Helping A Friend w/ April Pinheiro
08 Dec 2021
Contributed by Lukas
Hear how April started her journey into business and how it was influenced by her faith in God which ultimately blessed her life in unexpected ways. E...
Let's Get More Referrals w/ Stacey Brown Randall
01 Dec 2021
Contributed by Lukas
Stacey and Roger have a great discussion to remove some of the fog surrounding marketing and sales efforts to grow your business and get the clients y...
Breaking Free From The Imposter Syndrome w/ Trokon Pope
24 Nov 2021
Contributed by Lukas
Think of it, finishing college, working within the community, and then starting your accounting business. Trokon shares with Roger what it took to get...
Begin With The End In Mind w/ Tyler Otto
17 Nov 2021
Contributed by Lukas
This is an episode you don't want to miss. Tyler has a fascinating story to share. From the stable corporate job to joining the wife in her accoun...
Quantifying the Client Experience, the 5 Star Rating w/ Tyler Small
10 Nov 2021
Contributed by Lukas
Beyond the work we do and the accounting reports we create we need to find out and understand how useful the information is to our clients. Think ab...
R&D Tax Credits for Clients w/ Adam Farnsworth
03 Nov 2021
Contributed by Lukas
Do you know the 4-part questions to use to determine if someone qualifies for the R&D tax credit? This conversation with Adam and Roger is going to be...
From Cab Driver to Successful Tax Professional w/ Steve Moskowitz
27 Oct 2021
Contributed by Lukas
Do we really understand the purpose of the US tax code? Often our clients are frustrated with the laws and how it affects them individually. Can you...
Going Beyond Bookkeeping Services w/ Shannon Beck
20 Oct 2021
Contributed by Lukas
For Shannon working with clients involves more than just providing quality reports, it's doing so much more than the client initially expects. Listen ...
Embracing Life's Challenges w/ Lindsay Kline
13 Oct 2021
Contributed by Lukas
We each have our story and Lindsay is no different. Bookkeeping at age 12, death of a spouse, starting college late and opening her bookkeeping busi...
Applying Lessons from Military Service In Business w/ Richard Crawshay
06 Oct 2021
Contributed by Lukas
After years of service in the military and life experiences Richard shares what he has learned and how it applies in business. This is a great conve...
What Story Are You Telling? w/ Aleya Harris
29 Sep 2021
Contributed by Lukas
Why is it we each enjoy a great story? From plays, to shows and movies we are drawn to stories we relate to, in fact, we are especially drawn to tho...
Yep, from Bartender to Tax & Accounting Specialist w/ Alyssa Lang
22 Sep 2021
Contributed by Lukas
Listen as Alyssa shares her story along with the lessons learned to build a successful accounting business. Alyssa and Roger discuss the unforeseen ch...
Helping Business Owners Go From A Job To A Lifestyle w/ Ken Mann
15 Sep 2021
Contributed by Lukas
There are 3 key elements when explaining accounting services so that business owners can understand the value of the work we do, and Ken helps us unde...
Offering 1031 Exchanges To Our Accounting Clients w/ Jeffrey Bangerter
11 Aug 2021
Contributed by Lukas
What are some of the additional services that accounting professionals can offer to complement the compliance work we do? Listen as Roger and Jeff dis...
A Special Celebration & MAPPING the Business
14 Apr 2021
Contributed by Lukas
When running a successful accounting business there are many tasks needing our attention. What process can be done to best organize and prioritize e...
Seeing Events & People Around Us In A New Way
27 Jan 2021
Contributed by Lukas
Our personal perspective on life, events and people affects us in profound ways. The attitude we bring to business impacts our interactions with poten...
A Peek Behind the Advisory Services
20 Jan 2021
Contributed by Lukas
This is a transparent look into the advisory / consultative business model that many would like to offer in addition to the quality accounting service...
Insights To Successfully Start An Accounting Business
13 Jan 2021
Contributed by Lukas
For more than 20 years this same conversation has happened with accounting professionals again and again as they consider and then start their new bus...
State of the Company
30 Dec 2020
Contributed by Lukas
Yearly it is important to step before the company (of one or many) to recap the past and provide vision for the future. As the owner and president o...
The 4 Keys to Success Running Your Business
23 Dec 2020
Contributed by Lukas
Upon becoming president of Universal Accounting Center Roger shares the personal journey he took in those first few years to create a lasting legacy a...
The Path To Freedom As An Accountrepreneur
09 Dec 2020
Contributed by Lukas
As we each work ON our companies we go through stages. As we evolve, we deal with new challenges and frustrations. Let me share some of these phas...
Change Your Life with Gratitude
25 Nov 2020
Contributed by Lukas
For this episode I have something different for you yet very timely. Right now you may feel things are in turmoil, that change is too much, that fe...
From Idea to Implementation, Profit & Freedom as a Successful Entrepreneur with Mike Michalowicz
15 Apr 2020
Contributed by Lukas
So often the great idea to start and build a business is filled with unforeseen challenges and poverty but applying the principles that Mike share we ...
M.A.P. – Working Efficiently and Profitably to Build the Premier Accounting Firm with Roger Knecht
15 Apr 2020
Contributed by Lukas
There are 3 essential areas within the back office of the accounting business that determine your success. The process used to on-board new clients,...
M.A.P. – Offering Quality Accounting Services to Build the Premier Accounting Firm with Roger Knecht
15 Apr 2020
Contributed by Lukas
The accounting profession has evolved, but have you? Providing clients accurate financial reports is necessary but it is only the beginning. Busin...
M.A.P. – Marketing To Build the Premier Accounting Firm with Roger Knecht
15 Apr 2020
Contributed by Lukas
Nothing happens until you make a sale. Regardless your skills, without paying clients it really doesn't matter. Understand the process to find poten...
Applying the Principles of M.A.P. To Build the Premier Accounting Firm with Roger Knecht
15 Apr 2020
Contributed by Lukas
With all the proverbial hats that we wear when running a business what can be done to best categorize, prioritize and when possible delegate? Get a ...
Introduction to Building the Premier Accounting Firm
31 Mar 2020
Contributed by Lukas
Welcome to Building the Premier Accounting Firm! a new podcast dedicated to helping accounting professionals confidently and competently offer quality...