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

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
  • AI for Accountants: Are You Missing This Shift? w/ Mary Delaney

    AI for Accountants: Are You Missing This Shift? w/ Mary Delaney
    Feb 25 2026
    Roger Knecht and Mary Delaney, CEO of Karbon, discuss the cultural shift of AI in accounting. Learn how to leverage AI-powered accounting software and transform your firm's operations. This episode offers practical advice for accounting professionals looking to build premier firms and embrace technological advancements. In This Episode: 00:00 Introduction to Karbon & AI in Accounting 04:03 AI: A Cultural Shift for Firms 09:44 Practical AI Applications in Accounting 14:20 AI's Role in Advisory & Value-Based Pricing 19:24 Impactful Client Relationships: Joe's Story 26:49 Thriving in Accounting: Mindset & Future 35:54 Gratitude and Closing Thoughts Key Takeaways: Leverage existing software partners to integrate AI into your accounting practice. Cultivate a culture of AI adoption within your firm through training and leadership. Transition from historical analysis to forward-thinking CFO advisory services for clients. Understand and communicate your value to clients to implement value-based pricing effectively. Prioritize client relationships and proactive communication to make a meaningful impact on small businesses. Featured Quotes: "AI doesn't just change the tools or technology in the firm. It changes habits, expectations, roles, and the defined outcomes of the people that are using it." — Mary Delaney "The accounting bookkeeper community people believe that all boats rise together, that there's a reason to help others." — Mary Delaney "We are powered by small businesses. To me, the accounting and bookkeeping profession is really the power behind small businesses." — Mary Delaney Behind the Story: Mary Delaney, CEO of Karbon, shares her vision for the accounting profession, emphasizing the critical role of AI in moving beyond transactional tasks to a more advisory, client-facing approach. She illustrates this with stories of accountants making profound differences in their clients' lives, highlighting the relational aspect of the profession. The discussion underscores the importance of leadership in driving cultural change and embracing technology to enhance efficiency and client value. 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: Are you ready for a change, both personally and professionally? Then accept and participate in the Accountrepreneurs Challenge. This is a FREE opportunity to apply best practices and make this the best year yet in your career. Karbon isn't just another tool—it's embedding AI into the very infrastructure of how accounting firms work. It simplifies daily tasks, reduces manual work, and frees up teams to focus on higher-value advisory services. Listeners can learn more or book a demo at karbonhq.com. Download Karbon's 2025 State of AI in Accounting Report to explore how AI is transforming accounting firms and where the biggest opportunities lie. (https://karbonhq.com/resources/state-of-ai-accounting-report-2025/) Download Karbon's 2025 Practice Excellence Report for Accounting Firms for a roadmap that guides accounting firms on their journey to practice excellence. (https://karbonhq.com/practice-excellence/) 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 ...
    Más Menos
    50 m
  • This Week on BPAF : Mary Delaney

    This Week on BPAF : Mary Delaney
    Feb 23 2026

    Join us this Wednesday for a new episode where Roger discusses AI for accountants with Mary Delaney.
    Más Menos
    1 m
  • Rewind : Let's Get More Referrals w/ Stacey Brown Randall

    Rewind : Let's Get More Referrals w/ Stacey Brown Randall
    Feb 21 2026

    Join us as we revisit this conversation from 2021!

    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 you deserve. As accountants we can track out efforts, the Return On Investment (ROI) based on time and money, so what should we be doing?

    From prospecting efforts to referrals, this is a thought-provoking discussion that you don't want to miss.

    Listen and find the holes that may exist in your marketing and sales process so you can plug those holes and get the clients you deserve.

    It's time to leverage the power that comes with a referral. Get better qualified introductions and more of them applying these principles that Stacey shares. These are actionable things that we can do today and build into our business sales process.

    You're going to love this.

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Stacey Brown Randall

    Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and national speaker.

    She has had the privilege of helping well-known corporations and franchises, but her focus is on small business owners, solopreneurs and sales professionals.

    Stacey's programs are uniquely tailored to help you take control of your referrals, your client experience and crush your goals.

    Stacey has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, CEO World, Fox News and more.

    She received her Master's in Organizational Communication and is married with three kids.

    Sponsors:

    Universal Accounting Center

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

    Offers:

    Take advantage of Stacey's FREE, 9 Question Referral Ninja Quiz – www.staceybrownrandall.com/quiz or www.referralquiz.com

    • See how you can climb the 3 levels to become a master level referral generator

    As you work hard to get the contacts, prospects and referrals learn what you can do to leverage a tech stack to manage them. There are proven processes you can follow to nurture your leads to become you new clients. This is a webinar you don't want to miss. REGISTER NOW and see how you can automate the steps to build your business with the accounting and tax clients you deserve.

    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
Todavía no hay opiniones