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
Escúchala gratis

Obtén 3 meses por US$0.99 al mes + $20 crédito Audible
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
  • Reduce Your Tax Bill by 50% Without Changing CPAs w/ Mark Myers

    Reduce Your Tax Bill by 50% Without Changing CPAs w/ Mark Myers
    Nov 12 2025
    Welcome to another episode of Building the Premier Accounting Firm. Today, host Roger Knecht welcomes Mark Myers, a former Marine and CEO of Tax Wise Partners, to discuss his journey from managing health clubs to specializing in tax advisory. This episode delves into effective tax planning strategies, the power of B2B collaborations for accounting firms, and personal insights on entrepreneurship and work-life balance. In This Episode: 00:00 Introduction to Mark Myers 02:16 From Operator to Tax Consultant 06:39 The Value of Tax Planning 09:27 B2B Marketing for Tax Strategies 13:19 Collaboration and Pricing Model 17:46 Business Mantra & Ideal Client 21:51 Entrepreneurial Journey & Freedom 27:37 Sacrifices, Gratitude, and Legacy 33:03 Advice for Budding Entrepreneurs 37:58 Charitable Giving & Final Thoughts 46:50 Podcast Wrap-up and Resources Key Takeaways: Explore tax efficiency beyond standard preparation by understanding the 75,000 pages of tax code. Leverage B2B partnerships with RIAs, CPAs, EAs, and bookkeepers to expand service offerings without increasing bandwidth. Prioritize service quality and responsiveness to maintain strong relationships with strategic partners and their clients. Identify ideal clients for advanced tax strategies, typically those with $400,000+ in ordinary income or significant capital gains. Plan your entrepreneurial transition by securing a baseline income and managing expenses to reduce stress. Featured Quotes: "There's 75,000 pages of tax code. There's a lot of ways to reduce your taxes if you know where the coupons are." — Mark Myers "You only have so much time in a day and there's compliance work that has to be done… Where do you have time to figure out what is possible, not just what's the norm?" — Mark Myers "I always say, don't take that huge jump and say, 'I'm just gonna figure it out.' Retract as much as you can… and have some metric of income that can at least get you 80 or 90% to your number." — Mark Myers Behind the Story: Mark Myers recounts his unexpected entry into the tax world, initially drawn by the tax efficiency of insurance in estate planning. His experience as an operator, focused on revenue and margins, gave him a unique perspective on optimizing finances. This led to his specialized B2B tax advisory model, partnering with existing financial professionals to offer advanced tax strategies without competing with their core services. He reflects on the personal sacrifices and the unwavering support of his wife during the challenging early days of building his business, emphasizing the importance of planning transitions. Top 3 Highlights: Tax Strategy Specialization: Mark Myers focuses solely on tax planning, differentiating it from tax preparation to offer significant savings (average 50%) to clients. B2B Partnership Model: Instead of direct client marketing, Mark Myers collaborates with CPAs, RIAs, and bookkeepers, providing advanced tax advisory as a complementary service. Strategic Entrepreneurship: Mark Myers advises aspiring business owners to plan their transition carefully, secure a baseline income, and manage expenses to mitigate stress. 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: Book a Free Consultation & possible partnership - https://taxwisepartners.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 ...
    Más Menos
    49 m
  • Rewind : 5 Skills to Be Successful w/ Rob Brown

    Rewind : 5 Skills to Be Successful w/ Rob Brown
    Nov 8 2025

    Join us as we revisit this conversation from 2021!

    As accounting professionals, we each need to find the time to "sharpen the saw" to offer the quality accounting services our clients expect.

    Listen as Rob and Roger discuss each and how they apply to your business as you work to have the premier accounting firm in your area.

    This is a great conversation that is both personal and professional. Rob and Roger open up, share some insights that might surprise you as they cover some perspectives on life that really do matter. Consider it a moment to reflect and apply some life lessons in business.

    In addition to the 5 skills also listen as Rob then shares 3 things we each need to be.

    Enjoy.

    Your Host: Roger Knecht, president of Universal Accounting Center

    Guest Name: Rob Brown

    Rob Brown is a renowned MC, facilitator and chair of virtual and in-person panels, conferences and events globally for the accounting/fintech profession. He is host of the popular Accounting Influencers podcast which interviews top accounting/fintech leaders and influencers about what makes good accountants great. After Covid hit, he chaired 24 virtual panels with leaders of global accounting networks/alliances to discuss the key issues and challenges (these are all on Youtube). He is co-founder of the Accounting Influencers Roundtable (AIR) mastermind group and his company the Business Development Academy, trains accountants to win business. He is the bestselling author of Build Your Reputation (Wiley) and his TEDx talk 'The Personal Brand of You' has been viewed 250K times on Youtube. Rob is a committed Christian, has a black belt in kickboxing, plays chess, loves orange chocolate, is allergic to grapefruit and plays four musical instruments to a decent standard.

    Sponsors:

    Universal Accounting Center

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

    Offers:

    Accounting Influencers podcast, that Rob hosts with Martin Bissett. You can also listen and subscribe to it on the usual iTunes, Spotify etc

    • Letting the good ones be great
    • TedTalk – The Personal Brand of You

    Be sure to also follow the Turnkey Business Plan for accounting professionals. This course is designed to give you the steps, processes and strategies you need to consider to build your business such as:

    • Marketing & Sales
    • Pricing
    • Services to offer
    • And more!

    For Additional FREE Resources for accounting professionals check out this collection 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
    Más Menos
    49 m
  • Master Tax Resolution and Give Clients Peace of Mind w/ Steven Weisberg

    Master Tax Resolution and Give Clients Peace of Mind w/ Steven Weisberg
    Nov 5 2025
    In this episode of Building the Premier Accounting Firm, host Roger Knecht and guest Steven Weisberg discuss the expanding world of tax resolution services and why accounting professionals should consider offering them. Learn about effective marketing strategies, different types of tax resolution options, and the profound emotional relief clients experience. In This Episode: 00:00 Introducing Steven Weisberg: Tax Attorney 04:21 Tax Resolution: Attorney vs. CPA/EA 07:33 The Expanding Tax Resolution Market 12:10 Effective Marketing for Resolution Services 16:11 Navigating Tax Resolution Options 20:44 Pricing Resolution Services with Flat Fees 24:04 Emotional Relief and Ramifications of Inaction 31:14 Addressing Taxpayer Annoyance and Sovereign Citizen Claims 36:09 Key Takeaways and Final Advice Key Takeaways: Explore the history of tax resolution and why it's a growing field. Understand the distinctions between tax preparation, planning, and resolution services. Learn effective marketing techniques for tax resolution, focusing on value and client benefits. Discover the benefits of collaborative relationships with other tax professionals. Gain insights into various tax resolution options like installment agreements and currently non-collectible status. Featured Quotes: "The IRS is really the largest collection agency on the planet and the most powerful." — Steven Weisberg "They'll pay you monthly because they want this issue resolved." — Steven Weisberg "The earlier that your taxpayers can get to a professional that can help them, the more leverage that they have." — Steven Weisberg Behind the Story: Steven Weisberg shares his journey from corporate bankruptcy law to tax resolution, driven by a desire to help small businesses rather than large corporations. He highlights the growing need for tax resolution services due to IRS changes and discusses the critical role tax professionals play in advocating for clients against the powerful IRS. 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: Get in touch with Stephen on LinkedIn or visit his website taxdebtattorney.tax 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 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in ...
    Más Menos
    48 m
Todavía no hay opiniones