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Building the Premier Accounting Firm

Building the Premier Accounting Firm

By: Roger Knecht
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About this listen

 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
  • This Week on BPAF : Rhamy Alejeal

    This Week on BPAF : Rhamy Alejeal
    Jun 23 2025

    Join us this Wednesday for a new episode where Roger discusses how to scale and grow with Rhamy Alejeal.
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    1 min
  • Rewind : Bringing Passion To The Accounting Profession w/ Cindy Jorgensen

    Rewind : Bringing Passion To The Accounting Profession w/ Cindy Jorgensen
    Jun 21 2025

    Join us as we revisit this conversation from 2021!

    Take the time to listen as Cindy and Roger discuss the opportunities individuals have as they build their premier accounting firm in their area.

    Cindy brings a fresh new look to the approach of deciding next steps. She has a contagious personality that is both inspiring and uplifting. With Cindy it is time to think big, to dream big with considering what we can each do to realize our potential.

    Here what Cindy has to share to shortcut your path to success.

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Cindy Jorgensen

    Cindy Jorgensen is a woman who knows how to accelerate the success of your business & life. She is a business consultant with Universal Accounting Center helping other people start and grow their own accounting practices.

    As a facilitator and mentor for the “Growing Your Business” program, and a speaker and trainer for Business Success Conference and The Best You, one of the largest business and personal development expos in the world -She’s taught thousands how to create massive recurring income as a respected professional providing a lifestyle most only dream of.

    She is a mother of two boys and has worked internationally, teaching English to Chinese children. Cindy sincerely cares about everyone she meets and this unconditional love she has for everyone around her has rocketed her business endeavors to great heights.

    She was named one of the six “Most Successful Business Women in Utah” and was one of only 200 out of 500,000 to receive the Women of Excellence award.
    Appearing on ABC, CBS, and locally on KSL, Cindy has presented at Napoleon Hill’s Think and Grow Rich World Tour in 2019, The Firm Foundation 2020 and has been invited to speak at the “Smart Women Rising” conference in Dubai 2020.

    Sponsors:

    Universal Accounting Center

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

    Offers:

    Cindy offers in the episode the opportunity to speak with her directly. Take some time to share with her your current situation, background and experience, along with your goals and see what she has to say to help you take the next step to have the premier accounting firm in your area.
    Schedule a time that is convenient for you now: https://calendly.com/uac-cindy/30min

    Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth. These are your must have additions to every accountant’s library to provide the value clients look for today:

    • “in the BLACK, nine principles to make your business profitable” – e-book
    • “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals

    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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    42 mins
  • Values Over Profit? The Accounting Paradox w/ Ingrid Edstrom

    Values Over Profit? The Accounting Paradox w/ Ingrid Edstrom
    Jun 18 2025
    In this episode of Building the Premier Accounting Firm, Ingrid Edstrom, Chief Empowerment Officer at Priestess of Profits, shares her journey into accounting, emphasizing the importance of relationships, values, and authentic marketing in building a successful and fulfilling accounting practice. Discover how to move beyond transactional client interactions and create reciprocal, value-driven relationships in Roger Knecht’s interview with Ingrid. Key Takeaways: ✅ Prioritize relationships over transactions to foster client loyalty and deeper engagement. 🌟 Define and embody your core values to attract ideal clients and build a strong company culture. 🗣️ Communicate authentically in your marketing to resonate with like-minded clients and build a community. 🌱 Cultivate a “giver’s gain” mindset to create reciprocal relationships that benefit all parties involved. 🚀 Attend industry conferences to stay updated on technology, network with peers, and share your expertise. Featured Quotes: “Thought leaders are the ones making stuff up. That’s what makes them thought leaders.” - Ingrid Edstrom “We need to treat each other as humans first… We attract the people to us that we want to invest our time with by being our full, true, authentic selves.” - Ingrid Edstrom “The last human freedom is our ability to choose our attitude in any situation.” - Viktor Frankl, quoted by Ingrid Edstrom Behind the Story: Ingrid Edstrom’s journey began with a desire to help struggling small businesses in her community. Frustrated by a lack of recognition and a toxic work environment, she started her own bookkeeping business during the 2008 market crash. Through networking, embracing technology, and staying true to her values, she transformed her practice and became a recognized thought leader in the accounting profession. Her story emphasizes the importance of building genuine relationships, aligning values with business practices, and staying authentic in a competitive industry. 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. About People Processes: You’re the expert in financial strategy—but when clients come to you with payroll and HR issues, you shouldn't have to carry that burden alone. That’s where UAC’s preferred HR partner, People Processes comes in. People Processes partners with accountants and bookkeepers to provide compliant, scalable HR solutions for your clients—so they avoid misclassification mistakes, payroll tax penalties, and labor law violations. People Processes is offering UAC students and alumni exclusive partnership benefits, including a doubled first referral bonus. Learn more or join their referral network at https://peopleprocesses.com/growcon/. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Come check out the Accounting Alchemy Network at http://AccountingAlchemy.net. We have amazing discussions and education around how accountants can live our values through our work, creating and being the change you want to see in the world. All of our offerings are free, and we would love for you to join the conversation. 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...
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    47 mins
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