Building the Premier Accounting Firm Podcast By Roger Knecht cover art

Building the Premier Accounting Firm

Building the Premier Accounting Firm

By: Roger Knecht
Listen for free

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 Economics Leadership Management & Leadership
Episodes
  • Rewind : The Business Owner Mindset w/ Shannon Vincent

    Rewind : The Business Owner Mindset w/ Shannon Vincent
    Mar 21 2026

    Join us as we revisit this conversation from 2021!

    Here's an episode you don't want to miss.

    Shannon and Roger discuss the challenges that owners of accounting firms face as they work to offer quality accounting services profitably. For example, is it effective to be everything to everyone when running the business?

    Sometimes we get too busy and forget we always have a choice!

    They address mindset and why having an abundance mindset is so important as it effects marketing, sales, pricing, client retention and so much more.

    In fact, you'll want to understand what Shannon refers to as the Four "C's" and how they apply to your accounting business as you work ON your company.

    Another topic of interest is our "impact", what it is we are doing to give back and why it is something you should consider.

    Oh, and you need to hear what Shannon has to say about Hummus.

    Sponsors:

    Universal Accounting Center

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

    Offers:

    Visit Renew Group and see what you can do to work ON your business and while there feel free to reach out to speak with Shannon. It's as simple as More Profits & Better Clients.

    Also, become an Accountrepreneur and aid your clients as their 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" – e-book

    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
    Show more Show less
    45 mins
  • Get Clients: How to Transform Leads into Paying Customers w/ Nikki Rausch

    Get Clients: How to Transform Leads into Paying Customers w/ Nikki Rausch
    Mar 18 2026
    Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Nikki Rausch discuss how to master authentic sales in the accounting industry. Learn to differentiate marketing from sales, build lasting client relationships, and effectively price your services for maximum value and client satisfaction. This episode provides actionable insights to transform your approach to attracting and retaining high-value clients. In This Episode: 00:00 Welcome & Guest Introduction 01:00 Marketing vs. Sales Explained 03:12 Mindset Shift in Sales 06:06 Engaging on Social Media 10:52 Red to Black Book Ad 12:18 Relationship-Based Selling 16:46 The 5-Step Selling Staircase 22:53 Mastering Curiosity in Sales 28:46 In the Black Book Ad 29:39 Pricing Strategies: Top-Down & Anchor Offers 35:00 Delivering on the Anchor Offer 36:12 Increasing Influence Through Questions 39:35 Turnkey Accounting Business Course Ad 40:42 The Power of Community 42:02 Key Takeaways and Resources 45:52 Upselling Existing Clients 47:25 Closing Remarks & Further Resources Key Takeaways: Differentiate marketing as lead attraction and sales as lead conversion to improve your client acquisition strategy. Cultivate relationships by viewing sales as a collaborative process, making "rapport deposits" to build trust and overcome challenges. Implement the "Selling Staircase" framework—introduction, curiosity, discovery, proposal, and close—to guide clients through a comfortable sales journey. Increase engagement in your marketing and sales by asking curiosity-driving questions, focusing on individual readers rather than a mass audience. Optimize pricing strategies by presenting offers top-down with an "anchor offer" to position your desired package as the best value. Featured Quotes: "Marketing's job is to attract potential buyers… sales' job is to take that lead and actually convert it to a place where we exchange dollars for services." — Nikki Rausch "Your job is to understand: Does this person have a need? Do I have a solution that meets that need? And third… do I have permission to put that offer in front of them?" — Nikki Rausch "You don't have to brush all your teeth, only the ones you want to keep. And I compare this to creating curiosity because you don't have to create curiosity with every single person… just the ones that you're trying to establish, is this a potential client for me or not?" — Nikki Rausch Behind the Story: This episode delves into the often-misunderstood world of sales for accounting professionals. Roger Knecht and Nikki Rausch tackle the discomfort many feel about selling by emphasizing authenticity, collaboration, and relationship-building. Nikki Rausch shares her "Selling Staircase" framework and the crucial role of curiosity in engaging potential clients, drawing a vivid analogy between calling dogs and cats to illustrate effective communication. The discussion extends to strategic pricing, highlighting the psychological impact of top-down selling and anchor offers to position services for higher perceived 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: I have a free training to gift your listeners ($47 value) - it's called "Seal The Deal, questions that close sales": https://yoursalesmaven.com/roger 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...
    Show more Show less
    50 mins
  • This Week on BPAF : Nikki Rausch

    This Week on BPAF : Nikki Rausch
    Mar 16 2026

    Join us this Wednesday for a new episode where Roger discusses using questions to build your authority in the marketplace with Nikki Rausch.
    Show more Show less
    1 min
No reviews yet