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  • AI-Proof Your Accounting Career: Skills for the Future w/ Chris Miller

    AI-Proof Your Accounting Career: Skills for the Future w/ Chris Miller
    2025/09/10
    In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Chris Miller, VP at NetGain Solutions, about the evolution and future of accounting software, focusing on AI’s impact and how accounting professionals can adapt to stay relevant and profitable. Learn actionable strategies for embracing new technologies and leveraging AI to enhance your firm’s services by listening to this episode. In This Episode: 00:00 Introduction to Chris Miller and AI 04:15 Evolution of Accounting Software and AI 11:13 AI, Wisdom, and the Accountant’s Role 15:05 Overcoming Reluctance to Adopt AI 22:51 Practical AI Use Cases in Accounting 33:30 NetGain Solutions for Accounting Firms 39:08 Embracing AI and Future Opportunities Key Takeaways: Understand the evolution of accounting software from manual ledgers to cloud-based systems and AI-driven automation. Identify practical use cases for AI in accounting, such as pattern recognition for data analysis and variance analysis. Overcome reluctance to adopt new technology by viewing AI as a tool to augment, not replace, human expertise. Recognize the importance of developing wisdom and critical thinking skills to guide AI-driven processes. Explore how NetGain Solutions helps accounting professionals integrate AI to streamline workflows and improve client services. Featured Quotes: Chris Miller “The skill of the future is going to be: How do I organize my digital assistants, my digital army of AI, to orchestrate what is happening inside of the system to do the journal entries that we do.” Chris Miller “What I need to do is treat AI as the most eager, smart, willing to help junior accountant I’ve ever had on my staff. But they’re also over eager.” Roger Knecht “We’re not so much going to be involved with the actual recording of the entries. We’re going to be involved in the workflows as to how those get recorded.” 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: You can learn more about how Netgain helps businesses of all shapes and sizes become more confident, agile, and capable of rapidly coming to clear financial decisions fueled by accurate, precise financial insights at www.Netgain.tech 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 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...
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    44 分
  • This Week on BPAF : Chris Miller

    This Week on BPAF : Chris Miller
    2025/09/08

    Join us this Wednesday for a new episode where Roger discusses pricing accounting services effectively with Mark Wickersham.
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    1 分
  • Rewind : From Accountant & CPA to Entrepreneur w/ Fred Hunzeker

    Rewind : From Accountant & CPA to Entrepreneur w/ Fred Hunzeker
    2025/09/06
    Join us as we revisit this conversation from 2021! After a career in accounting, as a controller and CFO, the time came to work with and help small business. It began simply helping friends and family with their taxes, but the time came to make the leap and do this seriously, treating the hobby and favor as a business. Even when offering quality services there are challenges. Listen as Fred shares insights and suggestions to progress in your business to achieve your goals. Fred’s real-world advice, his candor is appreciated as we each work with our clients to help them succeed. It is okay to learn as you go when building your business. Do not get caught up thinking you can’t succeed and move forward with an abundance mindset. Care about the people, your clients, and the business will come. Roger and Fred speak openly about client relations and what we each hope to do with them as their trusted advisors. What is it we can do to help clients understand they are more than a number to us? Basically we need to be genuinely interested in their company and their wellbeing, Let us consider ways to be more down to earth with our clients. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Fred Hunzeker, CPA Fred Hunzeker received his BS in Accounting and his MBA both from The University of Utah. He passed the CPA exams in 2013. Fred has 23 years of accounting experience with 16 years in industry accounting and 4 years in public accounting. For the past 3 years he has been growing his private accounting. Fred has had experience in Controller and CFO rolls as well as consulting. He lives in Grantsville Utah with his wife and six children. Company Bio: Fred has been doing taxes for over twelve years. In the past three years he has been in private practice full-time. He provides personal and business tax services, as well as bookkeeping, consulting, cash flow management, budgeting and profitability services. He also educates his clients how to obtain the right kind of financing to meet their growth needs. His goal is to make a difference for each of my clients by helping them to understand their tax situation or by helping them to understand their numbers while growing their business. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: 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: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals Consider offering Benchmarking Services. As a trusted Strategic Advisor accounting professionals have the opportunity to offer comparative financial reports that go beyond traditional trend analysis using the clients’ data. With BizBench you can also compare the client financials using their NAICS code to show industry and competitor analysis and rankings. See what you can do to use this amazing tool in your business to get more clients, offer an additional service to get paid more as well as retain them longer thus increasing their Lifetime Value to you. Learn about Benchmarking with BizBench for your clients 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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    44 分
  • Secrets for Small Businesses and Accountants: A Live Chat with Rick Haskell

    Secrets for Small Businesses and Accountants: A Live Chat with Rick Haskell
    2025/09/03
    In this episode of Building the Premier Accounting Firm, Roger Knecht sits down for a live discussion with Rick Haskell about his journey as an entrepreneur, academic, and finance expert. They explore the mindset needed for success in business and valuable lessons for accounting professionals. Rick shares insights from his experience with Goldman Sachs 10,000 Small Businesses program and offers advice for small business owners. Key Takeaways: Understand the crucial role of financial literacy for business owners. Recognize the importance of management training programs in developing leadership skills. Identify key characteristics of successful entrepreneurs, including passion and vision. Learn how to make a successful exit from a business and plan for what’s next.Embrace technology and innovation to elevate the accounting profession from bean counters to consultants. Featured Quotes: “I don’t want them to become the accountant for their business…I want them to go out and make rain.” - Rick Haskell“Those that understand their numbers…and those who are controlled by other people who understand their numbers.” - Rick Haskell“No success can compensate for failure in the home.” - Roger Knecht Behind the Story: Rick Haskell’s career path is anything but ordinary. From his early days in a film studio to leading financial wellness initiatives and ultimately becoming a business school dean, his diverse experiences provide invaluable insights into leadership, entrepreneurship, and the importance of lifelong learning. This episode explores the lessons he’s learned along the way, offering actionable advice for anyone looking to build a successful and fulfilling career. 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: 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 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 identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and ...
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    1 時間 16 分
  • This Week on BPAF : Rick Haskell

    This Week on BPAF : Rick Haskell
    2025/09/01

    Join us this Wednesday for a new episode where Roger discusses life with Rick Haskell.
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    1 分
  • Rewind : Niching? How about Cannabis, CBD & Hemp? w/ Andrew Hunzicker

    Rewind : Niching? How about Cannabis, CBD & Hemp? w/ Andrew Hunzicker
    2025/08/30

    Join us as we revisit this conversation from 2021!

    After a successful career as a CPA, controller and an exit from a business it was time for Andrew to move and start something new. This was the time to become an entrepreneur. It was a challenge being enrolled in the “school of hard knocks” but worth it.

    With that said Andrew shares the best advice he ever got and how it changed his accounting business. Today he is a force to be reckoned with in his industry of choice as the accounting professional.

    Learn how these principles apply to you as you run your business and why you may want to also consider this new and growing industry in cannabis, CBD, hemp and marijuana. Are you ready for an adventure?

    Your Host: Roger Knecht, president of Universal Accounting Center

    Our Guest: Andrew Hunzicker

    Andrew has over 30 years of experience in Accounting, Tax, as CFO and Founder of many multi million dollar businesses, as well as the Big 4. He is a seasoned professional within the industry for more than 5 years, and his goal is to help accounting professionals achieve balance in their daily lives, build thriving businesses, and cultivate the next generation of experts in this thriving industry.

    Sponsors:

    Universal Accounting Center

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

    Offers:

    Schedule a time to speak with Andrew. Mention this podcast and he’ll offer you an hour more of his time to help you get started on the right foot. Be sure to also follow him on Instagram: @dopecfo1

    Be sure to also 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 you 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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    43 分
  • Stop Giving Free Advice! Get Paid as an Advisor w/ Amanda Watts

    Stop Giving Free Advice! Get Paid as an Advisor w/ Amanda Watts
    2025/08/27
    In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Amanda Watts, a business advisory strategist, about transitioning accounting practices into advisory roles. They explore the challenges, pricing strategies, and the unique value accountants bring to business advisory. Key Takeaways: 💡 Define Advisory: Understand advisory as guiding clients to their own solutions through insightful questions, not just providing answers. 🔑 Address Fears: Acknowledge and overcome the fears holding you back from offering advisory services. 💰 Price on Transformation: Shift from pricing based on time to pricing based on the value and transformation you provide to clients. 🛠️ Productize Services: Create systems and standardized processes to streamline advisory services and involve your team. 🚀 Embrace the Advisor Role: Recognize the unique position accountants have to offer comprehensive business advice, combining financial expertise with strategic guidance. Featured Quotes: Amanda Watts “The best advice is not advice. It’s asking questions and helping your clients uncover their own solutions with your guidance.” Amanda Watts “We price on transformation. We don’t price on the amount of time you spend.” Behind the Story: Amanda Watts’ journey began with witnessing her father’s burnout and financial struggles as an accountant, due to lack of marketing knowledge and proper pricing strategies. This personal experience fueled her mission to transform the accounting profession, empowering practices to thrive and avoid the pitfalls her father faced. She advocates for advisory services as a means for accountants to provide greater value and achieve financial success. 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: Check out the Business Advisor Podcast and download the Business Advisor Playbook for free at www.BusinessAdvisorPodcast.com or www.AmandasNewBook.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 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 identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It’s here you can become a: Professional Bookkeeper, PB...
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    50 分
  • This Week on BPAF : Amanda Watts

    This Week on BPAF : Amanda Watts
    2025/08/25

    Join us this Wednesday for a new episode where Roger discusses productizing your advisory services with Amanda Watts.
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    1 分