エピソード

  • This Week on BPAF : David Neagle

    This Week on BPAF : David Neagle
    2025/07/21

    Join us this Wednesday for a new episode where Roger discusses mindset with David Neagle.
    続きを読む 一部表示
    1 分
  • Rewind : Words Sell And Are Compelling w/ Chris Forsey

    Rewind : Words Sell And Are Compelling w/ Chris Forsey
    2025/07/19

    Join us as we revisit this conversation from 2021!

    Using the right words can make all the difference when marketing and selling your services effectively. They could be the difference between success and failure in your marketing. Are we also leveraging technology to find potential clients? Today there are a number of tools available to help manage, nurture and engage with our potential clients to help them become our next clients.

    Listen as Chris and Roger discuss new ways to effectively market accounting services.

    Don’t miss this episode!

    Also, pay attention to the advice related to working from home. So good points to consider 😊

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Chris Forsey

    Chris is the Co-founder of Learner Park Media, a creative agency in Salt Lake City that provides marketing services and solutions to small businesses.


    He’s been featured on ABC, NBC, CBS, and Fox as an expert in the field of digital marketing and over the last decade has helped hundreds of entrepreneurs successfully market and grow their business.


    In his free time, he can be found at the lake or on the mountain with his wife and three kids in Salt Lake City, UT.

    Sponsors:

    Universal Accounting Center

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

    Offers:

    UNIVERSAL CRM

    • Take the time to watch Chris go over the various tools, apps etc. that are available to use as we leverage technology to find and acquire new clients. This is a MUST SEE presentation. Be ready to take some good notes and implement these “best practices” in your business.
    • Watch it now by CLICKING 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
    続きを読む 一部表示
    52 分
  • Ahuva Gruen’s 4 P’s: Are You Missing This Profit Key?

    Ahuva Gruen’s 4 P’s: Are You Missing This Profit Key?
    2025/07/17
    In this episode of Building the Premier Accounting Firm, Ahuva Gruen, a seasoned fractional CFO, shares her journey from a young entrepreneur to a financial expert, offering insights on differentiating bookkeeping, accounting, and CFO services. She emphasizes the importance of strategic financial management for business growth and profitability. Key Takeaways: Differentiate between bookkeeping, accounting, and CFO services to provide tailored solutions. Optimize the “Four P’s” (People, Processes, Profits, Products) to identify and address pain points in a business. Implement key performance indicators (KPIs) such as net profit, gross profit, and cash flow to monitor financial health. Prioritize client communication and accountability for effective implementation of financial strategies. Delegate tasks effectively to focus on high-impact activities and maximize business growth. From selling candy as a child to becoming a fractional CFO, Ahuva Gruen’s journey is a testament to entrepreneurial spirit and financial acumen. Discover how she helps businesses unlock their full potential by addressing their financial struggles with strategic insights and a hands-on approach. Featured Quotes: Ahuva Gruen: “Accounting could also stand for accountability.” Ahuva Gruen: “Revenue is vanity, profit is sanity and cash flow is reality.” Ahuva Gruen: “Do what you do best and delegate the rest.” Behind the Story: Ahuva’s passion for business and finance started early, influenced by her mother’s beauty salon. Her experience in corporate finance, culminating in a CFO role, led her to realize that many businesses struggle with financial management despite excelling in their core services. This inspired her to start her own fractional CFO business, providing strategic financial guidance to help businesses grow and succeed. 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 the 10 biggest mistakes business owners make and what you can do to avoid them. Get the 10 Top Business Mistakes PDF now: https://www.agfinancialcpa.com/ 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 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 ...
    続きを読む 一部表示
    38 分
  • This Week on BPAF : Ahuva Gruen

    This Week on BPAF : Ahuva Gruen
    2025/07/14

    Join us this Wednesday for a new episode where Roger discusses the 4 P's with Ahuva Gruen.
    続きを読む 一部表示
    1 分
  • Rewind : Providing Quality Services w/ Gabrielle Fontaine

    Rewind : Providing Quality Services w/ Gabrielle Fontaine
    2025/07/12

    Join us as we revisit this conversation from 2021!

    For years Gabrielle has worked in accounting and perhaps has seen it all. Therefore, it is no surprise when the conversation turns to providing quality services ethically, but what does that mean?

    Take the time to listen in as Roger and Gabrielle discuss the role of the accountant and bookkeeper.

    Understand how confidence and competence play into the equation and determine your success.

    They also discuss how accounting is actually a people business. The relationships we build with business owners are both personal and professional. They need our help are want to ask “Therefore, what?”

    Perhaps the unexpected insight from this conversation is that accounting can and should be “FUN”.

    Enjoy the episode and be sure to subscribe to the podcast!

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Gabrielle Fontaine, PB, ASBC

    Gabrielle Fontaine is the founder and manager of Bookkeeping Direct, a bookkeeping firm that has been running 100% virtually since 2003. She is an Advanced Certified QuickBooks ProAdvisor and Accredited Small Business Consultant, as well as a sought-after speaker, author and consultant in the bookkeeping profession. Gabrielle is known for her results-focused online training programs and live webinars on topics such as workflow, pricing, marketing, cybersecurity, and business growth strategy. Her latest classes can be found on the Bookkeepers.com website. Gabrielle also works with accounting technology companies to spark win-win synergy and growth that benefits the entire bookkeeping ecosystem.

    Sponsors:

    Universal Accounting Center

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

    Offers:

    Universal Accounting Center

    • Become a Professional Bookkeeper, PB. Then you need to understand how you can transition to offer coaching services as a Profit & Growth Expert.

    Get a FREE copy of 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
    続きを読む 一部表示
    46 分
  • 5 Must-Have CFO Services for Accounting Clients w/ Lera Kooper

    5 Must-Have CFO Services for Accounting Clients w/ Lera Kooper
    2025/07/09
    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...
    続きを読む 一部表示
    42 分
  • This Week on BPAF : Lera Kooper

    This Week on BPAF : Lera Kooper
    2025/07/07

    Join us this Wednesday for a new episode where Roger discusses transitioning from a compliance driven to strategic driven firm with Lera Kooper.
    続きを読む 一部表示
    1 分
  • Rewind : Time is Fleeting, Work More Efficiently w/ Celso Pinto

    Rewind : Time is Fleeting, Work More Efficiently w/ Celso Pinto
    2025/07/05

    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
    続きを読む 一部表示
    39 分