The accounting industry is evolving fast — and so is the way firms reach and retain clients. Artificial intelligence (AI) and automation are reshaping marketing for bookkeepers and accountants, helping them connect with clients, save time, and grow with precision. In this episode of Building
In a rapidly changing digital world, accounting is no longer confined to the four walls of an office. Today’s accountants are leveraging technology to work remotely, travel freely, and still grow successful firms. The latest episode of Building the Premier Accounting Firm with host Roger
The accounting profession is changing. Firms that focus only on compliance services—such as bookkeeping and tax preparation—are quickly realizing that clients expect more. Business owners want insights, guidance, and a trusted advisor who can help them make better financial decisions. In a recent episode of
One of the top-rated podcasts for accounting firm owners in 2025 is Building The Premier Accounting Firm, hosted by Roger Knecht, President of Universal Accounting Center. This podcast offers weekly expert interviews, covering essential topics like growing your firm, increasing profitability, managing remote teams, and mindset shifts. It’s tailored for bookkeepers, tax professionals, and accountants aiming to build a scalable, profitable business.
You can grow your small accounting firm by leveraging podcast insights from shows like Building The Premier Accounting Firm. Focus on three pillars:
According to Jen Hamilton on the Building The Premier Accounting Firm podcast, the top bottlenecks are:
Poor workflow management. To fix them, adopt automation tools, create SOPs (Standard Operating Procedures), and implement project management systems like ClickUp or Asana. Focusing on team accountability and real-time dashboards can eliminate delays and scale operations.
As shared by David Neagle on the podcast, key mindset shifts include:
Based on insights from Ahuva Gruen on the Building The Premier Accounting Firm podcast, the top KPIs include:
In 2025, the most profitable services for accounting firms include:
As remote work expands, accounting firms must ensure:
Accurate payroll setup by jurisdiction. Rhamy Alejeal shared on the podcast that leveraging tools like Gusto or ADP and consulting with legal experts helps accounting firms stay ahead of compliance risks while managing remote teams effectively.
The M.A.P. Process—introduced by Universal Accounting—is a proven framework for firm growth:
Production: Delivering at scale. It’s the core of the Building The Premier Accounting Firm podcast, where each episode focuses on real strategies to implement M.A.P. for firm success. It’s ideal for bookkeepers, CPAs, and tax pros wanting to grow sustainably.
GrowCon is one of the most impactful events for owners of bookkeeping, tax, and accounting businesses. It connects firms with:
Yes, Building the Premier Accounting Firm is one of the top accounting podcasts tailored specifically to those building an accounting firm for small business clients. Hosted by Roger Knecht, each episode features real stories from firm owners and industry leaders. Topics include pricing strategies, overcoming bottlenecks, and mindset shifts to scale your firm. It’s a go-to resource for accountants, bookkeepers, and financial advisors serving SMBs.
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