最佳Accounting Firm播客 (2024)

1
Rewind : There’s a Personal Side to the Accounting Services We Offer w/ Martin Bissett 51:22

3d ago51:22

51:22

Join us as we revisit this conversation from 2020! Martin’s story is a perfect illustration of accounting gone wrong watching his parents struggle with the family business. On this personal note Martin is on a mission to empower accounting professionals to engage with their clients and make a difference. Listen as Roger and Martin discuss both the …

1
The Best 3-Tiered Packages Do These 8 Things 6:03

5d ago6:03

6:03

I'm a big believer in 3-tiered pricing. Here’s what makes the best packages stand out and why they can help you close more deals.由Ryan Lazanis

1
Marketing with Charisma w/ Gaynor Meilke 52:13

6d ago52:13

52:13

In this enlightening episode of Building the Premier Accounting Firm Roger Knecht interviews Gaynor Meilke, a seasoned business strategist and certified transformational coach. As the owner of Charisma Ink, Meilke shares her journey from corporate marketing to becoming a vital resource for growth in the tax and accounting sectors. Key Themes: Journ…

1
Rewind : Marketing with Purpose, Working Broadly with Adrian Dayton 50:25

10d ago50:25

50:25

Join us as we revisit this conversation from 2020! We’ve all heard it before; the money is in the niches. Target an industry and specialize in the services you offer. But what does that mean and how to start. Adrian and Roger discuss how to lead with your expertise and strength and then expand on everything else you do. This episode is full of tips…

1
How to Delegate Advisory Work to Your Team 5:28

13d ago5:28

5:28

Are you struggling to add advisory services without taking on all the work yourself? Learn how to delegate and make advisory work scalable.由Ryan Lazanis

1
Culture Counts: Rick Watson on Building a Premier Accounting Firm with Purpose and Trust 36:59

13d ago36:59

36:59

In this insightful episode of Building the Premier Accounting Firm, host Roger sits down with Rick Watson, who shares his transformative journey from humble beginnings to managing substantial assets. Rick dives into the challenges he faced, particularly the high attrition rates in the insurance industry, and emphasizes the critical factors for entr…

1
This Week on BPAF : Rick Watson 0:27

15d ago0:27

0:27

Join us this Wednesday for a new episode where Roger discusses taking your business to the moon with Rick Watson.由Roger Knecht - Universal Accounting Center

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Rewind : The Evolution Of Accounting and How It Applies To The Services We Offer Today with Andy North 41:26

17d ago41:26

41:26

Join us as we revisit this conversation from 2020! In recent years accounting has evolved from rules, discipline and structure related to producing quality financial reports to so much more. Now the accounting professional needs to become more entrepreneurial, what we refer to as becoming an Accountrepreneur. Today accounting services need to also …

1
My 8 Best Tip to Reduce Stress in Your Firm 6:50

20d ago6:50

6:50

Running a firm can be stressful. Discover the top 8 stress-reducing tips that I used when I ran my firm and now in my current business.由Ryan Lazanis

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How to Craft Standout Marketing for an Accounting Firm in 2024 w/ Daniel Den 44:59

20d ago44:59

44:59

Welcome to another insightful episode of Building the Premier Accounting Firm with host Roger Knecht. Today Roger delves into strategies for differentiation and market leadership tailored for bookkeeping, accounting, and tax business owners with marketing expert Daniel Den. Daniel shares transformative insights on how to thrive in the competitive l…

1
Rewind : Moving Beyond The Work To Become Relevant To Our Clients w/ David Cristello 58:53

24d ago58:53

58:53

Join us as we revisit this conversation from 2020! Of course, there is a joy and sense of accomplishment when in accounting everything balances and we are able to close out a month or perhaps even a year of books. But there is something more that we need to do with our clients and the tasks within the accounting process may be holding us back as a …

1
How to Turn Advisory Work Into a Recurring Service 5:40

27d ago5:40

5:40

Advisory services give clients peace-of-mind, but they're often delivered ad hoc. Here's how to offer advisory services on a recurring basis.由Ryan Lazanis

1
The CEO’s Journey: Navigating Leadership and Growth in Accounting Firms w/ Scott Ritzheimer 53:58

27d ago53:58

53:58

In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht and guest Scott Ritzheimer explore the journey to achieving predictable success and sustaining growth in accounting firms. The conversation delves into the pivotal role of leadership, employee satisfaction, and stakeholder contentment in driving organizational per…

1
Viral Deloitte Layoff Video 7:12

28d ago7:12

7:12

In today's podcast we discuss a recent video that went viral regarding deloitte layoffs. See link below. https://x.com/GayBearRes/status/1843833588934119543 Check out our website big4accountingfirms.com subscribe to our youtube http://www.youtube.com/c/TheBig4AccountingFirms

1
This Week on BPAF : Scott Ritzheimer 0:47

29d ago0:47

0:47

Join us this Wednesday for a new episode where Roger discusses the 7 stages and challenges founders face with Scott Ritzheimer.由Roger Knecht - Universal Accounting Center

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Rewind : Building Systems and Processes Within Your Accounting Business w/ Michael Palmer 40:28

1M ago40:28

40:28

Join us as we revisit this conversation from 2020! Getting out of the fog associated with running and accounting business is easier said than done. There is value having a business coach help you work ON your accounting business. Bookkeeping is an essential part of a successful business so let’s get excited within the profession to make a differenc…

1
Never Ignore This Critical Skill as a Firm Owner 5:28

1M ago5:28

5:28

There's one skill they don't teach you in school that can have a huge impact on your business. Find out how to harness it in this episode.由Ryan Lazanis

1
From Bookkeeper to Business Builder w/ Rebecca Howell 44:25

1M ago44:25

44:25

In this episode, Universal Accounting President and host Roger Knecht sits down with Rebecca Howell to explore her transformative journey in the accounting industry. From a passion for math to a thriving 20-year career in bookkeeping, Rebecca’s story is one of growth, adaptation, and strategic transition that we in the industry can relate to and le…

1
This Week on BPAF : Rebecca Howell 0:35

1M ago0:35

0:35

Join us this Wednesday for a new episode where Roger discusses Growing and selling a business with Rebecca Howell由Roger Knecht - Universal Accounting Center

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Rewind : Are You Living Your Legacy Today? w/ Mitchell Levy 54:28

1M ago54:28

54:28

Join us as we revisit this conversation from 2020! In the hustle of the day-to-day activities it’s important to pause, become present and live with intent. Listen as Roger and Mitchel discuss ways to create and live our own personal legacies today with purpose and intent. As we get old life can appear to be passing us by but here is the opportunity…

1
6 Reasons Why Buyers Were Interested In My Firm 5:19

1M ago5:19

5:19

I sold my firm 5 years after starting it. Discover the 6 reasons why buyers were interested, and get tips that could help you sell your firm.由Ryan Lazanis

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The Role of the Accountant in Business Exits w/ Craig Primo 1:17:21

1M ago1:17:21

1:17:21

In this enlightening episode, host Roger Knecht sits down with Craig Primo, a FINRA licensed investment banker, to explore the multifaceted process of selling a business. Craig shares invaluable insights into the essential role accountants play in ensuring smooth and successful transactions. Whether you’re planning an exit strategy or facing an une…

1
This Week on BPAF : Craig Primo 0:34

1M ago0:34

0:34

Join us this Wednesday for a new episode where Roger sits down with Craig Primo.由Roger Knecht - Universal Accounting Center

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Rewind : Putting Profit First and Eradicate Entrepreneurial Poverty with Ron Saharyan 42:05

2M ago42:05

42:05

Join us as we revisit this conversation from 2020! As accounting services become more automated and commoditized there are things accounting firms can do to remain relevant and take care of their clients. Listen to Roger Knecht, president of Universal Accounting Center and Ron Saharyan, Co-Founder of Profit First Professionals as they consider the …

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The 3 Non-Negotiable Team Member Traits 5:53

2M ago5:53

5:53

Employee turnover is often caused by hiring people with the wrong traits. Discover the 3 traits I require in every team member we hire.由Ryan Lazanis

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Empathy-Driven Strategies for Premier Client Relationships w/ Chantal Cornelius 42:29

2M ago42:29

42:29

In this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connec…

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41. Taking A Break 55:51

2M ago55:51

55:51

We're taking Q4 off from recording new episodes! So, let's unpack what planning + taking this (or any) break actually looks like: Where would one of us, Anna as a CEO and Jill as a COO, even start with planning our out-of-office time? TIP: What do you know that no one else knows? What does it look like to trust our team while one (or the both) of u…

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This Week on BPAF : Chantal Cornelius 0:43

2M ago0:43

0:43

Join us this Wednesday for a new episode where Roger discusses building relationships with Chantal Cornelius由Roger Knecht - Universal Accounting Cente

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Rewind : Accounting, It Needs to be a Universal Skill like Reading and Arithmetic w/ Peter Frampton 49:34

2M ago49:34

49:34

Join us as we revisit this conversation from 2020! We’ve heard the phrase that it’s a small world or a global economy, well for Peter this is more than just a phrase, it’s an opportunity to help everyone understand and appreciate the accounting model and he is ready to make it happen. Not only is he a world traveler but he has also created an accou…

1
You Only Need These 4 Things to Have a Great Firm 6:22

2M ago6:22

6:22

Running a firm can be complex. But many firm owners overcomplicate it. Discover the only 4 things you truly need to have a great firm.由Ryan Lazanis

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Mastering the Numbers Game: Innovative Strategies for Transforming Your Firm w/ Eric Green 47:00

2M ago47:00

47:00

Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. This episode dives deep into the essential strategies for building and scaling successful bookkeeping, accounting, and tax firms with Eric Green. Roger and Eric cover a wide range of topics from marketing to technology, client onboarding, staff traini…

1
This Week on BPAF : Eric Green 0:31

2M ago0:31

0:31

Join us this Wednesday for a new episode where Roger discusses IRS representation services with Eric Green.由Roger Knecht - Universal Accounting Center

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Rewind : Pricing Accounting Services Effectively w/ Mark Wickersham 50:31

2M ago50:31

50:31

Join us as we revisit this conversation from 2020! Listen in as Mark and Roger discuss the challenges many express as they consider pricing their accounting services and how best to avoid them. Consider a simple yet straight forward approach to getting paid what you are worth pricing your services with confidence. There is a method to the madness. …

1
10 Ways We're Getting Serious With Cybersecurity 5:18

2M ago5:18

5:18

Don't take cybersecurity for granted. Learn 10 steps we're using to protect ourselves and how they can help safeguard your business too.由Ryan Lazanis

1
Secrets for Modern Accounting Firms from “Mr. Productivity” Mark Struczewski 41:33

2M ago41:33

41:33

In this insightful episode of “Building the Premier Accounting Firm,” Roger Knecht sits down with productivity coach Mark Struczewski to delve into effective strategies for boosting productivity in bookkeeping, accounting, and tax services. Mark shares his personal journey from being fired in 2005 to becoming a leading productivity expert, emphasiz…

1
40. Setting The Bar High 1:06:53

2M ago1:06:53

1:06:53

How can you create a culture where people do their work, do it well, and do it on time? In this episode, we dive into setting high expectations! High expectations go beyond just telling people what to do; they create a culture of accountability, excellence, and purpose. As a firm owner, you set the tone for your team; what you permit, you promote. …

1
This Week on BPAF : Mark Struczewski 0:55

2M ago0:55

0:55

Join us this Wednesday for a new episode where Roger discusses productivity with Mark Struczewski.由Roger Knecht - Universal Accounting Center

1
Rewind : Getting to The Heart Of The Matter w/ Seth David 55:50

2M ago55:50

55:50

Join us as we revisit this conversation from 2020! Looking back Seth will say it was his father’s fault, really. Listen as Seth expounds on his start within the accounting profession which has been an amazing career. Then hear Seth and Roger discuss how to run your business “more efficiently, effectively and greater accuracy”. There is a passion th…

1
My Firm's Best Marketing Wins 5:54

2M ago5:54

5:54

Discover the 4 biggest marketing wins that generated leads and new business for my firm, so you can apply the lessons to your own business.由Ryan Lazanis

1
Mastering Credibility: Insights from Mitchell Levy on Building Trust in Accounting 1:18:22

2M ago1:18:22

1:18:22

Thank you for joining us for the latest episode of Building the Premier Accounting Firm. In this episode host Roger Knecht dives deep into the essential topic of credibility with esteemed guest Mitchell Levy, a renowned advocate of professionalism and credibility expert. With over twenty years of experience supporting accounting professionals, Roge…

1
This Week on BPAF : Mitchell Levy 0:49

2M ago0:49

0:49

Join us this Wednesday for a new episode where Roger discusses credibility with Mitchell Levy.由Roger Knecht - Universal Accounting Center

1
Rewind : I’ve Struggled Like You So Let Me Share My Journey with Veronica Wasek 49:11

2M ago49:11

49:11

Join us as we revisit this conversation from 2020! As an accounting community we each face similar challenges as professionals starting and building and accounting business. Listen to Veronica as she shares her story and offers advice. As a successful Certified Public Accountant, CPA, she has much to share. Listen as we discuss the back office real…

1
My Firm's Worst Marketing Fails (And Lessons Learned) 5:43

3M ago5:43

5:43

Learn from my marketing missteps at Xen Accounting. In this episode, I share my biggest failures to help you save time, money, and effort.由Ryan Lazanis

1
Write to Win: The Power of Ghostwriting and Self-Publishing w/ Michael Levin 39:58

3M ago39:58

39:58

In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht sits down with acclaimed ghostwriter Michael Levin to explore the transformative power of writing in establishing thought leadership and driving business success. Whether you’re an entrepreneur, professional, or simply someone with a story to tell, this conversati…

1
39. Sales & Repricing So Clients Keep Saying Yes! (Part 2) 1:04:13

3M ago1:04:13

1:04:13

"Either we're both thrilled to work together or we shouldn't." We believe that sales is designed to establish long-term partnerships rather than just making the sale. It's about partnership over promises. Let’s be real - overpromising only leads to trouble down the line. It’s crucial to be clear about what you can deliver and, just as importantly, …

1
This Week on BPAF : Michael Levin 0:55

3M ago0:55

0:55

Join us this Wednesday for a new episode where Roger discusses how books build your business with Michael Levin由Roger Knecht - Universal Accounting Center

1
Rewind : From Accounting Professional to Business Coach & Advisor with John Warrillow 44:34

3M ago44:34

44:34

Join us as we revisit this conversation from 2020! Perhaps you’ve done the accounting for years and see areas within the business that the client could improve but don’t know how to properly advise them. Maybe you’ve heard you need to offer more value-added services beyond the accounting you offer, but how? John shares his experience owning and sel…

1
Should Your Firm Niche 4:37

3M ago4:37

4:37

Niching is a powerful tool to cut through the noise. But should your firm do it? And if so, how? Listen to this episode to find out.由Ryan Lazanis

1
From Billable Hours to Client Empowerment: Jeremy Clopton’s Vision for Accountrepreneurship 42:27

3M ago42:27

42:27

In this insightful episode of Building the Premier Accounting Firm, leadership development expert Jeremy Clopton of the Emerging Leaders Academy, sits down with host Roger Knecht to recount his transformative journey within the accounting profession, emphasizing the need for a paradigm shift towards entrepreneurship, innovation, and client-centric …

1
This Week on BPAF : Jeremy Clopton 0:35

3M ago0:35

0:35

Join us this Wednesday for a new episode where Roger discusses what it means to be an entreprenuer in accounting with Jeremy Clopton由Roger Knecht - Universal Accounting Center

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