Why Every Business Needs an Exit Plan Every business owner dreams of success—but few prepare for what comes after. Whether through retirement, growth, or unexpected life events, every business will face a transition. As guest Nancy Mills explained on the Building the Premier Accounting Firm podcast,...
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 the...
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...
Tax planning is one of the most powerful tools real estate investors and accountants can use to maximize profits and protect wealth. In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with Eric Gordon, Vice President of Professional Services at...
Introduction: The Future of Accounting in the Age of AI Artificial intelligence (AI) is no longer a distant concept—it’s here, and it’s reshaping the accounting profession. What once required long nights of manual journal entries is now being streamlined through automation and digital workflows. For accounting...
Introduction: The Shift in the Accounting Profession For decades, accounting has been associated with meticulous bean counting, financial reports, and compliance. But today, the profession is experiencing a dramatic shift. Automation and AI are reshaping the way accountants work, while businesses increasingly demand guidance, strategy, and...
For too long, accountants, bookkeepers, and CPAs have been undervaluing their expertise by giving away free advice. While compliance work such as tax preparation, bookkeeping, and year-end filings remain essential, the future of accounting lies in advisory services. In a recent episode of Building the...
What separates successful CEOs from the rest? In today’s fast-changing business world, leadership demands more than strategy—it requires accountability, decisiveness, and the ability to inspire others. In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with executive coach Robert Hunt...
High-income owners are often stuck between a rising tax bill and the need to supercharge retirement savings. In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with retirement plan specialist David Podell to unpack how Cash Balance and Defined Benefit...
