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
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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
  • Rewind : Having the Confidence to Succeed! w/ Robyn Mons

    Rewind : Having the Confidence to Succeed! w/ Robyn Mons
    Apr 4 2026

    Join us as we revisit this conversation from 2021!

    Have you ever asked yourself the question, "am I enough, good enough" or "am I deserving"?

    These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don't need to persist.

    Let's discuss the emotions many individuals experience as they start and build their accounting business. This can range from insecurities that may include social anxiety, depression, imposter syndrome and beyond. It's more than understanding and identifying them, let's also discuss coping and dealing with each.

    Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses.

    Learn what you can do to be in business for yourself but not by yourself. There is no need to experience this journey alone and feel as if you are re-inventing the process when running a successful accounting business.

    Don't miss this important and powerful discussion!

    Consider this, are you at peace with yourself as you work to help others? Wow that is a great question to ask.

    Then enjoy the conversation as Robyn and Roger discuss other relevant topics that you'll find interesting. Sit back, get a drink and listen in.

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Robyn Mons

    Robyn Mons is a certified Life and Weight Coach. As a professional, wife and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world.

    Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20 and her codependent pup, Dirk the Doodle.

    Sponsors:

    Universal Accounting Center

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

    Offers:

    Learn more about the coaching offered with Universal Accounting Center and Robyn Mons to help you have the confidence to run the premier accounting firm in your area. Meet the Universal Accounting Team!

    Take the next step to receive what you want in business.

    Also, join us for GrowCon to work ON your business and become the premier accounting firm in your area.

    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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    1 h y 6 m
  • Your Firm, Your Life: Achieving Balance in Accounting w/ Jeff Dredge

    Your Firm, Your Life: Achieving Balance in Accounting w/ Jeff Dredge
    Apr 1 2026
    Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Jeff Dredge discuss the evolution of the accounting profession, highlighting the shift from traditional compliance to essential advisory services. They explore how embracing technology and a "hindsight, insight, foresight" approach can transform accounting firms and enhance client relationships. Learn about the value of work-life balance and strategic collaboration for sustained growth. In This Episode: 00:00 Introduction & Early Career 02:11 From Employee to Partner 05:01 The Evolution to Advisory Work 07:35 Embracing Technology and Foresight 12:05 Value of Advisory Services 16:24 Human Element in Advisory 18:58 Selling the Accounting Business 24:41 Valuation & Industry Needs 33:28 Defining Services and Collaboration 39:20 Leveraging Collaboration & Post-Acquisition Changes 41:27 Recharging Through the Outdoors 44:34 Family, Growth, and Resilience 47:48 Selling Your Business: Considerations 51:25 Prioritizing Work-Life Balance 54:00 Rapid-Fire Questions 55:24 Show Recap & Host Offers 01:00:15 Final Thoughts: Hope & Growth 01:03:52 Closing Remarks & Resources Key Takeaways: Transition from technician to partner to gain ownership and leadership skills. Offer advisory services to move beyond commoditized compliance work. Understand business valuation factors: client stickiness, staff retention, and clear operating procedures. Prioritize work-life balance to sustain personal well-being and strong family relationships. Collaborate with other accounting professionals to offer comprehensive client solutions. Featured Quotes: "If you want to be successful, you've got to separate yourself from the work, and you got to work on your business." — Jeff Dredge "Hindsight is a commodity if that's what you're providing… When you start getting to insight and foresight, you can charge higher fees because there's greater value to what you're providing." — Jeff Dredge "I think more than ever in today's world, we cannot be entrenched. We've got to learn to use these tools." — Jeff Dredge Behind the Story: Jeff Dredge, a CPA and founder of an accounting business, recounts his career trajectory, including the pivotal decision to pursue accounting after being inspired by a mentor's lifestyle. He explains his preference for a smaller firm that offered rapid responsibility and the journey to becoming a partner within five years. The narrative delves into his experience with selling his firm to a private equity group, the anxieties surrounding being "micromanaged," and the eventual realization of greater focus on delivery and strategy. Jeff Dredge emphasizes the importance of work-life balance, community involvement, and fostering independence in his children through challenging experiences. 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. Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This conference is one you don't want to miss. 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." "in the BLACK, Nine Principles to Make Your Business Profitable" "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. "Your Profit & Growth Expert" - Offer CFO & Advisory services with confidence and competence. Take the time to understand what your clients expect from you as their accountant. 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 ...
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    1 h y 6 m
  • A Marketing Strategy That Works w/ Chris Forsey

    A Marketing Strategy That Works w/ Chris Forsey
    Feb 2 2022
    If getting more clients is on the agenda, this is a conversation you don't want to miss. Roger speaks with Chris about the elements that make up the ideal marketing strategy from identifying the ideal clients, to niching, advertising budget, emotional selling and so much more. This is a fun, heartfelt conversation between two friends you'll enjoy and find helpful as you work ON your business to get the clients you deserve.

    Sit back and enjoy, and be ready to take some good notes.

    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.

    Book Mentioned in the conversation:

    • The E-Myth Revisited by Michael Gerber
      • The E-Myth Roadmap

    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!

    For Additional FREE Resources for accounting professionals check out this collection HERE!

    Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.

    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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    1 h y 32 m
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