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 ...
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    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.
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    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
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    49 m
  • Future-Proof Your Firm: Embrace CAS & AI Now w/ Deneen Dias

    Future-Proof Your Firm: Embrace CAS & AI Now w/ Deneen Dias
    Feb 18 2026
    Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Deneen Dias discuss the evolution of accounting, focusing on Client Advisory Services (CAS) and the strategic shift from traditional bookkeeping to high-value advisory. Learn how your firm can embrace technology, particularly AI, to scale operations, enhance client relationships, and drive recurring revenue. In This Episode: 00:00 Welcome & Guest Introduction 02:11 Deneen's Journey into Accounting 04:08 Defining Client Advisory Services (CAS) 08:08 CAS 1.0 vs. CAS 2.0 & Challenges 12:24 Building Confidence in Advisory Roles 16:21 Growth and Pillars of CAS 19:33 Pricing Strategies for CAS 24:34 AI's Role in Advisory Services 27:52 Leveraging Existing AI Tools 33:13 Gratitude and Infinite Ties 34:25 Podcast Summary and Resources 38:39 Final Thoughts and Call to Action Key Takeaways: Define Client Advisory Services (CAS) as moving beyond transactional work to real-time data analysis and strategic client advice. Shift your firm's offerings to value-based CAS, leveraging recurring revenue models to increase profitability. Implement a tiered pricing structure for CAS, such as the "biking, driving, flying" analogy, to guide clients through different service levels. Utilize existing technology platforms to integrate AI for automating transactional tasks and enhancing advisory capabilities. Upskill your team's soft skills and business acumen to confidently deliver CFO and advisory services. Featured Quotes: "Clients are hungry for advisory. They don't want someone to just do their taxes or prepare their financials. They want someone that can talk to them about their business, can talk to them about the numbers." — Deneen Dias "CAS is the fastest growing new revenue source for traditional firms. We've seen audit is flat. Tax has about 5% growth. And CAS, for the firms focusing on it, have 20% to 30% growth." — Deneen Dias "The tech stack that you're using now, build.com, spending a lot of money, bringing a lot of AI… get to know the vendors… Make sure you're taking advantage of all of the new things that they're bringing to you already." — Deneen Dias Behind the Story: Deneen Dias, a leader with 17 years in accounting technology, shares her journey from helping firms adopt cloud accounting in 2008 to co-founding Infinite Ties, a community for CAS professionals. Her deep experience highlights the accounting profession's ongoing evolution, emphasizing the current push towards advisory services and the integration of AI. She provides practical strategies for firms to overcome resistance to change, package new services, and build confidence within their teams. 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: Check out Infinite Ties, a thriving membership community built exclusively for CAS professionals who are shaping the future of advisory services. 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. 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 ...
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    45 m
  • This Week on BPAF : Deneen Dias

    This Week on BPAF : Deneen Dias
    Feb 16 2026

    Join us this Wednesday for a new episode where Roger discusses embracing AI and CAS with Deneen Dias

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    1 m
  • Rewind : Breaking Free From The Imposter Syndrome w/ Trokon Pope

    Rewind : Breaking Free From The Imposter Syndrome w/ Trokon Pope
    Feb 14 2026
    Join us as we revisit this conversation from 2021! Think of it, finishing college, working within the community, and then starting your accounting business. Trokon shares with Roger what it took to get the confidence and competence to start the accounting business. He points out the 3 things that made the difference to insure his success in the first year. It's like a franchise without the royalty fees. Trokon is quick to point out that getting clients is priority #1. Hear the mantra he uses to stay focus and make sure it is a win/win relationship when working with a client. In the process the discuss the Imposter Syndrome and how he was able to work past it to offer his clients the quality accounting services he knows they deserve and get paid what he is worth. This is a fun and informative episode you don't want to miss. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Trokon Pope Trokon Pope is the owner of TRP Accounting Services LLC located in Hightstown, NJ. Trokon is a Certified Professional Tax Preparer, Profit & Growth Expert, Intuit QuickBooks Online Advanced Certified ProAdvisor, Certified Life and Business Coach, and Fathom Advisor. He is a father of three, soon-to-be four, loving boys and the husband to his life partner Deyonna Pope, who is the co-owner of C.O.D.E. 2.0 located in Burlington, NJ. He graduated from Thomas Edison State University located in Trenton, NJ in 2020 with his BSBA in Accounting Studies and opened TRP Accounting Services in September of 2020 which in its first year of operation generated over $60,000 in gross revenue. TRP Accounting Services currently offers bookkeeping, tax planning/preparation for business and individual income tax filers, monthly expert consultations, and many more accounting services. He currently is the Northern Regional Director of Partnership for Successful Living which is a not-for-profit that provides Support Coordination Services to individuals born with a developmental disability. He has been in leadership positions for over 15 years and excels at creating efficient workflows, policies, and procedures. As an accountant, Trokon enjoys working with small to medium size businesses that provides services. His goal is to assist new and current business owners with getting a better understanding of their business's financial position so they can make better business decisions. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to become the premier accounting firm in their area Offers: Become a Professional Tax Preparer! Get the training, certification and coaching to offering quality tax planning and preparation services. Learn what you can also do to automate your market efforts to get the clients you deserve. Attend this Marketing Webinar & Training Now for free! In addition to offering quality accounting and tax related services you need to also enlighten your clients with CFO Advisory and Coaching Services. See what you can do improve client relations and retention increasing the revenue per clients as a Profit & Growth Expert. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. This is a must have addition to every accountant's library to provide to have the premier accounting business today: "in the BLACK, nine principles to make your business profitable" 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
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    33 m
  • Build Authority: The Handwritten Note Advantage w/ David Wachs

    Build Authority: The Handwritten Note Advantage w/ David Wachs
    Feb 11 2026
    Roger Knecht talks with David Wachs, founder of Handwrytten, about the unexpected power of personalized, robotic handwritten notes in an increasingly digital world. Learn how this unique approach to communication can build stronger client relationships, enhance marketing efforts, and ultimately elevate your accounting firm's brand to a luxury service. In This Episode: 00:00 Introduction to Handwrytten 02:10 The Origin Story of Handwrytten 05:04 Authenticity of Robotic Handwriting 08:47 Applications for Handwritten Notes 12:00 Impact and Durability of Notes 15:09 Differentiating with Handwritten Notes 19:04 Luxury Pricing and Emotional Connection 21:50 Scaling Handwritten Communication 26:22 Accounting Lessons from Business Sale 31:57 Gratefulness and Call to Action 36:39 Conclusion and Promotional Offers Key Takeaways: Differentiate your business by leveraging handwritten notes to cut through digital noise. Cultivate stronger post-sale client relationships with personalized thank-you's, birthday cards, and holiday greetings. Improve client retention and perceived value by providing a premium, personal touch in communications. Identify the tipping point for automating handwritten notes to scale personal outreach efficiently. Understand how robust accounting practices, like switching to accrual, can directly influence business strategy and valuation. Featured Quotes: "People don't remember what you say or what you did. They remember how you made them feel." - David Wachs (11:26) "The most underutilized inbox is the one at the end of your driveway." - David Wachs (03:54) "It's often not a choice between doing it yourselves and handwritten. It's a choice between handwritten or nothing at all." - David Wachs (23:15) Behind the Story: David Wachs, founder of Handwrytten, shares his journey from mobile marketing with SellIt to creating a solution for digital communication overload. He discusses how technology allows businesses to send personalized, robotic handwritten notes, distinguishing them from competitors and strengthening client relationships. This episode highlights the importance of emotional connection in business, even in professional services like accounting, and how modern solutions can scale traditional gestures. 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: Use signup code PODCAST for $20 in automated handwritten notes https://www.handwrytten.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 (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 ...
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    42 m
  • This Week on BPAF : David Wachs

    This Week on BPAF : David Wachs
    Feb 9 2026

    Join us this Wednesday for a new episode where Roger discusses the power of handwritten notes with David Wachs.
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    Menos de 1 minuto