Building the Premier Accounting Firm

Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht explores how artificial intelligence impacts the accounting profession today. Discover practical strategies to adopt AI, protect client data, and maintain essential human skills. In This Episode: 00:00:00 AI in Accounting: Moving Past Early Adoption 00:04:41 Fight, Flight, or Freeze in the AI Era 00:08:33 Remaining the Human in the Loop 00:14:24 Four Practical Steps to Leverage AI Daily 022:17 Overcoming Catastrophism and Staying Relevant 027:36 Preserving Core Accounting Skills and Education Key Takeaways: Adopt AI tools now because early adopter phases are long gone. Protect client data by utilizing built-in security settings within platforms. Learn the vocabulary of AI to discuss technology intelligently with clients. Replace traditional search engines with AI conversation and voice features. Maintain core accounting skills to remain the essential human in the loop. Featured Quotes: "The time for early adopters, that was months ago. What we're dealing with now is, we as average users are jumping in and taking advantage of this." - Roger Knecht "We as a professional need to remain as the human in the loop." - Roger Knecht "Don't become lazy… that is the downfall of where we're going to be as a species if we do not retain our skill sets." - Roger Knecht Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. ⁠ Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 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: Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777.  And know that if it's about accounting, it's Universal.

Thank you for joining us for another episode of Building the Premier Accounting Firm. Today, host Roger Knecht and Founder and CEO of Fix-It Accounting Nancy Benet discuss how to scale accounting firms beyond compliance work into advisory services and franchise models. Discover proven steps to overcome business fears, build strategic partnerships, and create clear financial systems. In This Episode: 00:00:00 Introduction and Overcoming Early Business Failure 00:05:25 Transitioning from Solopreneur to Business Owner 00:11:09 Adding Advisory Services and Strategic Partnerships 00:17:39 Specializing in the Franchise Business Model 00:25:03 Franchising Fixit Accounting and Family Legacy 00:35:09 The Future of Accounting and AI Key Takeaways: Niche down early to make marketing much simpler and attract the right clients. Partner with other professionals to offer fractional CFO services without needing all the skills yourself. Delegate administrative tasks first by hiring assistants to free up time for core client work. Focus on forward-thinking advisory metrics to help clients plan for future profitability. Featured Quotes: "We're taught to do everything ourselves. And so to bring somebody in, it's really scary." - Nancy Benet "If we can expand our awareness and our ability to think outside the box, it opens new doors." - Nancy Benet Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. ⁠ Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 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: Success Your Way: Build stronger awareness and structure as you grow your business. Get the free 5 Actions to Instantly Change Your Mindset download here: https://successyourway.com/free-downloads  Special Offers for our Podcast Listeners: CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777.  And know that if it's about accounting, it's Universal.

Join us this Wednesday for a new episode where Roger discusses systems for goreth with Nancy Benet.

Welcome to another episode of Building the Premier Accounting Firm. Today Roger Knecht welcomes Ann Carden to discuss how accounting professionals can stop trading time for money and elevate their practices. Discover strategies to attract high-end clients, position yourself in a category of one, and package high-value advisory services. In This Episode: 00:00:00 Unlocking Hidden Potential in Your Business 00:05:35 Elevating Client Acquisition and Positioning 00:10:10 The Power of Exclusivity and Qualification 00:20:45 Moving Beyond Commodities and Hourly Pricing 00:28:45 Building a Premier Accounting Firm Key Takeaways: Elevate your accounting practice by targeting top-tier clients rather than relying on high-volume funnels. Position your firm as a category of one so buyers pre-sell themselves before the first meeting. Implement high-end strategic advisory packages instead of sticking to hourly billing or minor price bumps. Qualify prospective clients to ensure mutual respect and higher project investment. Featured Quotes: "Visibility is not revenue. Don't confuse that." - Ann Carden "You have to be in a category of one. You have to stand out in a category of one." - Ann Carden Earn CPE: NASBA-approved CPE and IRS-approved CE credits are offered via Earmark by listening to this episode. ⁠ Access our QAS Self-Study Courses here: https://www.earmark.app/channels/0384dbbe-df08-4ae3-ba82-621a7a465e95 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: BILL It's time to grow your capacity, not your headcount. Visit bill.com/BUILDING to get started today, and when you take a demo, you'll receive a $250 gift card. Terms apply.  Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: flobizsolutions.com   Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today!   Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777.  And know that if it's about accounting, it's Universal.

Join us this Wednesday for a new episode where Roger discusses elevating your business with Ann Carden.