Building The Premier Accounting Firm

The CFO’s Playbook: Mastering High Ticket Client Acquisition w/ Alyssa J Dillon

Picture of Roger Knecht

Roger Knecht

President of Universal Accounting Center

Episode Details


Overview: The CFO’s Playbook: Mastering High Ticket Client Acquisition w/ Alyssa J Dillon

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Alyssa Dillon

Welcome to “Building the Premier Accounting Firm” with your host, Roger Knecht. In this episode, we have the privilege of sitting down with Alyssa Dillon, a highly experienced financial professional with nearly 15 years of expertise. Get ready for an enlightening conversation as Alyssa shares her remarkable journey from team leader to CFO in the corporate world, and ultimately, her decision to become an entrepreneur.

Alyssa takes us through the pivotal moments that led her to start her own business, revealing the valuable lessons she learned about herself along the way. She passionately discusses her commitment to working with women and eradicating generational poverty, highlighting how she empowers the women she encounters with the tools for success.

We delve into Alyssa’s perspective on generational wealth, exploring what it truly means to her and the legacy she desires to pass down to her children. Discover the unique aspects of her accounting firm, where she seamlessly blends her roles as a CFO and CEO. Alyssa reveals her strategies for effective delegation, which she has successfully transferred to her coaching business and her Mastermind.

Speaking of Masterminds, Alyssa shares her invaluable insights on their transformative power. She unveils the profound impact that Masterminds have had on her own growth, relationships, and professional development. Gain a deeper understanding of what Masterminds mean to her and the differences between free and paid programs.

Intrigued by high ticket clients? Alyssa unravels the secrets behind attracting these discerning clients and the services they find most valuable. Discover the true worth of high ticket clients and the investment they are willing to make in their financial success.

As the conversation draws to a close, Alyssa reveals her aspirations for her children and the profound lessons she hopes they will learn from her journey. Join us as we explore these captivating topics and gain valuable insights from an exceptional financial leader.

Tune in to “Building the Premier Accounting Firm” with Roger Knecht and special guest Alyssa Dillon. Prepare to be inspired, informed, and empowered as we unravel the secrets to success in the world of finance and entrepreneurship.

About Our Guest: Alyssa Dillon

Alyssa has worked in the financial space for nearly 15 years. During this time she has MASTERED the way Business Owners feel about their money, why they HIRE financial professionals, and what motivates them to pay.

Even better – she has developed and deployed strategies to help not only herself reach multi 6 figures in my small virtual accounting firm, but she is helping other financial pros do it too.

She has been so lucky to help coaches, consultants, and service providers in the finance industry build multi 6 figure and 7-figure companies.

She deeply cares about women making more money, ending generational poverty, and building generational wealth.


Universal Accounting Center

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



Become a Profit & Growth Expert.  In addition to your accounting services learn what you can do to market, sell, price, and provide quality CFO & Advisory services with confidence.  Follow the Turnkey process as a Profit & Growth Expert using the Universal Business Builder system.


For Additional FREE Resources for accounting professionals check out this collection HERE!


Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.


Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.


Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback


For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at or call us at 8012653777

Related Episodes

Robert Knecht

Effective Networking for Introverts w/ Matthew Pollard

In this episode, Universal Accounting Center President Roger Knecht dives deep into the world of accounting and bookkeeping with Matthew Pollard, a renowned expert in rapid business growth. Pollard shares his wisdom on how to transform an accounting firm into a premier establishment by leveraging

View Episode »

Subscribe To Our Podcast

Get notified when new episodes are released

Schedule an appointment at your convenience

We look forward to speaking with you

Subscribe To Our Podcast

Get notified when new episodes are released