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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 Direction Economie Management et direction
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    • 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 min
    • 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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    • Rewind : Begin With The End In Mind w/ Tyler Otto

      Rewind : Begin With The End In Mind w/ Tyler Otto
      Feb 7 2026
      Join us as we revisit this conversation from 2021! This is an episode you don't want to miss. Tyler has a fascinating story to share. From the stable corporate job to joining the wife in her accounting business. Roger and Tyler have so much to cover as they discuss: Developing a virtual accounting business, never meeting the client and many of the staff in person but working with them remotelyPrequalifying potential clients for consideration. Although he runs a virtual business he still understands is needs to be personable and based on relationship buildingWe all know this, finding quality staff is a challenge but then we also need to train, manage them while bringing them into the company culture. Listen as Tyler shares his onboarding process with new employees using a system that is recorded and set for every employee experience. Now let's talk tech stack, what are the tools to consider in the business to work efficiently and be productive. But what does a successful virtual accounting business look like: Of course we need to offer quality accounting services along that include CFO advisory for the clients to be a full-service accounting firm.You need to consider niching the services offered, picking an industry and then you'll realize the benefits it brings to the firm and the clients. Hear the 3 things Tyler feels it helps you achieve!When it comes to marketing he makes a great point, ask yourself how does marketing compare to fishing, knowing the catch and using the right bait? Tyler's advice, beginning with the end in mind. What are you really trying to accomplish? Define your scope of services and be willing to say no! In this episode they also does how accounting is changing but not going away, this is still and always will be relationship based. Just remember to adjust your mindset from a large corporate world to running a small business. You'll want to hear this amazing discussion with a successful accountant. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Tyler Otto Tyler D. Otto along with his wife Karen are the owners of Specialty Bookkeeping, LLC, where he has developed a winning formula for an innovative, virtually based accounting and tax firm. His company leverages technology to simplify client's financial processes, creating greater visibility into their financials and driving profit. He has extensive experience in the finance side of the hotel and tourism industry where he has also served as the Corporate Director of Finance with Imprint Hospitality in 2020. His primary focuses include database architecture, Visual Basic scripting, Forecasting, Budgeting, and Data Mining. His recent activities include doing large financial system migrations for several companies spanning the hospitality to the construction industry. Tyler has a passion for team development and promoting fun and collaborative cultures. He believes that a dedication to continuous improvement and learning is the backbone of any successful venture. He loves helping clients make more money. His career has been focused on serving as a financial analyst and business partner, helping business managers make strategic decisions that will grow their business for years to come. Tyler is a fanatic about making new relationships and collaborating with others on large projects. He lives in Salt Lake City, Utah with his wife Karen and two children. When he's not geeking out in Visual Basic, he's found in the woodshop doing any number of woodworking projects, or on his road bike. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Whether you are starting or ready to build your accounting business, this is the Turnkey Business Plan course designed to help you plan and work ON your business addressing some key areas that need your attention such as marketing, selling, pricing to offering quality accounting services. Go here to take this course for FREE! Also, when it comes to technology and automation, we need to consider how each can be leveraged to help find and nurture your potential clients. This is a must-see webinar to help you understand what you can do to get new clients and be paid what you are worth. Grow your business today applying these important lessons within your company. Register NOW for this webinar and get the accounting, bookkeeping and tax clients you desire applying prove processes and systems that are effective and inexpensive. 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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      40 min
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