सर्वश्रेष्ठ David Cristello पॉडकास्टस (2024)

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Rewind : Moving Beyond The Work To Become Relevant To Our Clients w/ David Cristello 58:53

13d ago58:53

58:53

Join us as we revisit this conversation from 2020! Of course, there is a joy and sense of accomplishment when in accounting everything balances and we are able to close out a month or perhaps even a year of books. But there is something more that we need to do with our clients and the tasks within the accounting process may be holding us back as a …

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Culture Counts: Rick Watson on Building a Premier Accounting Firm with Purpose and Trust 36:59

2d ago36:59

36:59

In this insightful episode of Building the Premier Accounting Firm, host Roger sits down with Rick Watson, who shares his transformative journey from humble beginnings to managing substantial assets. Rick dives into the challenges he faced, particularly the high attrition rates in the insurance industry, and emphasizes the critical factors for entr…

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This Week on BPAF : Rick Watson 0:27

4d ago0:27

0:27

Join us this Wednesday for a new episode where Roger discusses taking your business to the moon with Rick Watson.द्वारा Roger Knecht - Universal Accounting Center

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Rewind : The Evolution Of Accounting and How It Applies To The Services We Offer Today with Andy North 41:26

6d ago41:26

41:26

Join us as we revisit this conversation from 2020! In recent years accounting has evolved from rules, discipline and structure related to producing quality financial reports to so much more. Now the accounting professional needs to become more entrepreneurial, what we refer to as becoming an Accountrepreneur. Today accounting services need to also …

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Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells 23:30

7d ago23:30

23:30

In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering s…

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How to Craft Standout Marketing for an Accounting Firm in 2024 w/ Daniel Den 44:59

9d ago44:59

44:59

Welcome to another insightful episode of Building the Premier Accounting Firm with host Roger Knecht. Today Roger delves into strategies for differentiation and market leadership tailored for bookkeeping, accounting, and tax business owners with marketing expert Daniel Den. Daniel shares transformative insights on how to thrive in the competitive l…

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How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf 27:27

15d ago27:27

27:27

In this episode of Growing Your Firm, host David Cristello interviews Logan Graff, a virtual CPA firm owner (The Graf Tax Co. PLLC) based in Central Texas and a rising star on YouTube. Logan Graff is a dynamic and innovative figure in the accounting industry, known for his unique approach to running a virtual CPA firm and his engaging content creat…

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The CEO’s Journey: Navigating Leadership and Growth in Accounting Firms w/ Scott Ritzheimer 53:58

16d ago53:58

53:58

In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht and guest Scott Ritzheimer explore the journey to achieving predictable success and sustaining growth in accounting firms. The conversation delves into the pivotal role of leadership, employee satisfaction, and stakeholder contentment in driving organizational per…

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This Week on BPAF : Scott Ritzheimer 0:47

18d ago0:47

0:47

Join us this Wednesday for a new episode where Roger discusses the 7 stages and challenges founders face with Scott Ritzheimer.द्वारा Roger Knecht - Universal Accounting Center

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Rewind : Building Systems and Processes Within Your Accounting Business w/ Michael Palmer 40:28

20d ago40:28

40:28

Join us as we revisit this conversation from 2020! Getting out of the fog associated with running and accounting business is easier said than done. There is value having a business coach help you work ON your accounting business. Bookkeeping is an essential part of a successful business so let’s get excited within the profession to make a differenc…

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Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's 31:23

22d ago31:23

31:23

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. The conversation delves into Patrick's successful strategies for acquiring fi…

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From Bookkeeper to Business Builder w/ Rebecca Howell 44:25

23d ago44:25

44:25

In this episode, Universal Accounting President and host Roger Knecht sits down with Rebecca Howell to explore her transformative journey in the accounting industry. From a passion for math to a thriving 20-year career in bookkeeping, Rebecca’s story is one of growth, adaptation, and strategic transition that we in the industry can relate to and le…

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This Week on BPAF : Rebecca Howell 0:35

25d ago0:35

0:35

Join us this Wednesday for a new episode where Roger discusses Growing and selling a business with Rebecca Howellद्वारा Roger Knecht - Universal Accounting Center

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Rewind : Are You Living Your Legacy Today? w/ Mitchell Levy 54:28

27d ago54:28

54:28

Join us as we revisit this conversation from 2020! In the hustle of the day-to-day activities it’s important to pause, become present and live with intent. Listen as Roger and Mitchel discuss ways to create and live our own personal legacies today with purpose and intent. As we get old life can appear to be passing us by but here is the opportunity…

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The Role of the Accountant in Business Exits w/ Craig Primo 1:17:21

1M ago1:17:21

1:17:21

In this enlightening episode, host Roger Knecht sits down with Craig Primo, a FINRA licensed investment banker, to explore the multifaceted process of selling a business. Craig shares invaluable insights into the essential role accountants play in ensuring smooth and successful transactions. Whether you’re planning an exit strategy or facing an une…

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This Week on BPAF : Craig Primo 0:34

1M ago0:34

0:34

Join us this Wednesday for a new episode where Roger sits down with Craig Primo.द्वारा Roger Knecht - Universal Accounting Center

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Rewind : Putting Profit First and Eradicate Entrepreneurial Poverty with Ron Saharyan 42:05

1M ago42:05

42:05

Join us as we revisit this conversation from 2020! As accounting services become more automated and commoditized there are things accounting firms can do to remain relevant and take care of their clients. Listen to Roger Knecht, president of Universal Accounting Center and Ron Saharyan, Co-Founder of Profit First Professionals as they consider the …

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Empathy-Driven Strategies for Premier Client Relationships w/ Chantal Cornelius 42:29

1M ago42:29

42:29

In this episode of Building the Premier Accounting Firm, host Roger Knecht is joined by Chantal Cornelius, founder of Apple Tree Marketing, to explore the critical role of emotional connections in client relationships within the accounting industry. Chantal emphasizes that the success of accounting firms hinges on building trust and personal connec…

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This Week on BPAF : Chantal Cornelius 0:43

1M ago0:43

0:43

Join us this Wednesday for a new episode where Roger discusses building relationships with Chantal Corneliusद्वारा Roger Knecht - Universal Accounting Cente

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Rewind : Accounting, It Needs to be a Universal Skill like Reading and Arithmetic w/ Peter Frampton 49:34

1M ago49:34

49:34

Join us as we revisit this conversation from 2020! We’ve heard the phrase that it’s a small world or a global economy, well for Peter this is more than just a phrase, it’s an opportunity to help everyone understand and appreciate the accounting model and he is ready to make it happen. Not only is he a world traveler but he has also created an accou…

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AI's Impact on Tax Research and More w/ Piritta Van Rijn 24:21

1M ago24:21

24:21

In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…

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Mastering the Numbers Game: Innovative Strategies for Transforming Your Firm w/ Eric Green 47:00

1M ago47:00

47:00

Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. This episode dives deep into the essential strategies for building and scaling successful bookkeeping, accounting, and tax firms with Eric Green. Roger and Eric cover a wide range of topics from marketing to technology, client onboarding, staff traini…

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This Week on BPAF : Eric Green 0:31

2M ago0:31

0:31

Join us this Wednesday for a new episode where Roger discusses IRS representation services with Eric Green.द्वारा Roger Knecht - Universal Accounting Center

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Rewind : Pricing Accounting Services Effectively w/ Mark Wickersham 50:31

2M ago50:31

50:31

Join us as we revisit this conversation from 2020! Listen in as Mark and Roger discuss the challenges many express as they consider pricing their accounting services and how best to avoid them. Consider a simple yet straight forward approach to getting paid what you are worth pricing your services with confidence. There is a method to the madness. …

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Secrets for Modern Accounting Firms from “Mr. Productivity” Mark Struczewski 41:33

2M ago41:33

41:33

In this insightful episode of “Building the Premier Accounting Firm,” Roger Knecht sits down with productivity coach Mark Struczewski to delve into effective strategies for boosting productivity in bookkeeping, accounting, and tax services. Mark shares his personal journey from being fired in 2005 to becoming a leading productivity expert, emphasiz…

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This Week on BPAF : Mark Struczewski 0:55

2M ago0:55

0:55

Join us this Wednesday for a new episode where Roger discusses productivity with Mark Struczewski.द्वारा Roger Knecht - Universal Accounting Center

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Rewind : Getting to The Heart Of The Matter w/ Seth David 55:50

2M ago55:50

55:50

Join us as we revisit this conversation from 2020! Looking back Seth will say it was his father’s fault, really. Listen as Seth expounds on his start within the accounting profession which has been an amazing career. Then hear Seth and Roger discuss how to run your business “more efficiently, effectively and greater accuracy”. There is a passion th…

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How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP 19:41

2M ago19:41

19:41

On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes i…

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Mastering Credibility: Insights from Mitchell Levy on Building Trust in Accounting 1:18:22

2M ago1:18:22

1:18:22

Thank you for joining us for the latest episode of Building the Premier Accounting Firm. In this episode host Roger Knecht dives deep into the essential topic of credibility with esteemed guest Mitchell Levy, a renowned advocate of professionalism and credibility expert. With over twenty years of experience supporting accounting professionals, Roge…

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This Week on BPAF : Mitchell Levy 0:49

2M ago0:49

0:49

Join us this Wednesday for a new episode where Roger discusses credibility with Mitchell Levy.द्वारा Roger Knecht - Universal Accounting Center

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Rewind : I’ve Struggled Like You So Let Me Share My Journey with Veronica Wasek 49:11

2M ago49:11

49:11

Join us as we revisit this conversation from 2020! As an accounting community we each face similar challenges as professionals starting and building and accounting business. Listen to Veronica as she shares her story and offers advice. As a successful Certified Public Accountant, CPA, she has much to share. Listen as we discuss the back office real…

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Write to Win: The Power of Ghostwriting and Self-Publishing w/ Michael Levin 39:58

2M ago39:58

39:58

In this insightful episode of Building the Premier Accounting Firm, host Roger Knecht sits down with acclaimed ghostwriter Michael Levin to explore the transformative power of writing in establishing thought leadership and driving business success. Whether you’re an entrepreneur, professional, or simply someone with a story to tell, this conversati…

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This Week on BPAF : Michael Levin 0:55

2M ago0:55

0:55

Join us this Wednesday for a new episode where Roger discusses how books build your business with Michael Levinद्वारा Roger Knecht - Universal Accounting Center

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Rewind : From Accounting Professional to Business Coach & Advisor with John Warrillow 44:34

2M ago44:34

44:34

Join us as we revisit this conversation from 2020! Perhaps you’ve done the accounting for years and see areas within the business that the client could improve but don’t know how to properly advise them. Maybe you’ve heard you need to offer more value-added services beyond the accounting you offer, but how? John shares his experience owning and sel…

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300 Client Consults in Year 1? Learn How and More w/ Max Minsker 29:39

2M ago29:39

29:39

On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical p…

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From Billable Hours to Client Empowerment: Jeremy Clopton’s Vision for Accountrepreneurship 42:27

2M ago42:27

42:27

In this insightful episode of Building the Premier Accounting Firm, leadership development expert Jeremy Clopton of the Emerging Leaders Academy, sits down with host Roger Knecht to recount his transformative journey within the accounting profession, emphasizing the need for a paradigm shift towards entrepreneurship, innovation, and client-centric …

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This Week on BPAF : Jeremy Clopton 0:35

2M ago0:35

0:35

Join us this Wednesday for a new episode where Roger discusses what it means to be an entreprenuer in accounting with Jeremy Cloptonद्वारा Roger Knecht - Universal Accounting Center

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Rewind : A Revolutionary Approach to Learning the Accounting Model with Mark Robilliard 48:14

3M ago48:14

48:14

Join us as we revisit this conversation from 2020! Either as a degreed accountant or business owner we each would benefit stopping for a moment to consider the big picture of business as it appears in the accounting model. Listen as Mark shares his storying of stumbling into the accounting profession, graduating and working as an accountant yet sti…

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Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire 28:49

3M ago28:49

28:49

In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge …

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From Hollywood to High Finance: Mastering Storytelling in Accounting w/ Jeff Bartsch 40:55

3M ago40:55

40:55

In this compelling episode of Building the Premier Accounting Firm, host Roger Knecht engages with Jeff Bartsch, a communication strategist who transitioned from the entertainment industry to the world of accounting. Together, they explore the transformative power of storytelling in enhancing client relationships and marketing strategies for accoun…

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This Week on BPAF : Jeff Bartsch 0:35

3M ago0:35

0:35

Join us this Wednesday for a new episode where Roger discusses messaging with Jeff Bartsch.द्वारा Roger Knecht - Universal Accounting Center

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Rewind : Life Has Its Surprises – Going from Single Mother to Successful CPA w/ Brittany Brown 59:34

3M ago59:34

59:34

Join us as we revisit this conversation from 2020! There’s a phrase, when life gives you lemons make lemonade and Brittany did just that. Listen as she shares her story and in time excels in the accounting profession to the point of starting and building a successful accounting business. As you hear her story pay attention to the enthusiasm and pos…

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Winning The Cash Flow Game w/ David Safeer 1:15:56

3M ago1:15:56

1:15:56

This week on Building the Premier Accounting Firm, Roger Knecht interviews cash flow expert David Safeer, Founder and CEO of David Safeer International, an institution that trains accountants on matters of cash flow, and also works with CFOs to optimize their cash flow strategies and run businesses more effectively. In this episode, Roger and David…

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This Week on BPAF : David Safeer 1:00

3M ago1:00

1:00

Join us this Wednesday for a new episode where Roger discusses all things cash flow with David Safeer.द्वारा Roger Knecht - Universal Accounting Center

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Rewind : Becoming a Profit & Growth Expert with Allen Bostrom, CPA 42:54

3M ago42:54

42:54

Join us as we revisit this conversation from 2020! Taking an active interest in the client’s business, their business model, helps you see beyond the numbers. As you become interested in the owner, their business and understand their goals you’ll better be able to advise and help them make more informed business decisions. As such you will be their…

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AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo 38:14

3M ago38:14

38:14

In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success. They discuss topics such as off-boarding cli…

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Mastering the Art of ‘Accountrepreneurship’: Insights from Ann Carden 42:33

3M ago42:33

42:33

In this enlightening episode of “Building the Premier Accounting Firm,” host Roger Knecht engages in a profound discussion with seasoned entrepreneur Ann Carden. With over 43 years of experience in business marketing and sales, Ann shares her journey to becoming an entrepreneur and insights she’s learned along the way. She offers invaluable lessons…

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This Week on BPAF : Ann Carden 0:39

3M ago0:39

0:39

Join us this Wednesday for a new episode where Roger discusses revving up your revenue with Ann Carden.द्वारा Roger Knecht - Universal Accounting Center

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Rewind: Accounting Success Redefined: From Pricing Strategies to Profiting off AI w/ Mark Wickersham 44:39

3M ago44:39

44:39

Join us as we revisit this conversation from 2023! Join host Roger Knecht in this episode of "Building the Premier Accounting Firm" as he sits down with Mark Wickersham, a Chartered Accountant, public speaker, and renowned author known for being the most sought-after profit improvement expert in the accounting community. This insightful conversatio…

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3 Things Holding Back the Accounting Industry w/Seth Fineberg 37:37

3M ago37:37

37:37

Today's guest, Seth Fineberg, a veteran in the accounting industry and founder of Accountants Forward, shares insights on how firm leaders can lead by example to move the profession forward. He discusses his career journey and current services, emphasizing the importance of instituting positive practices in the industry. Tune in to learn from Seth'…

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David Cristello पॉडकास्टस

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