22 Aug Unlock Massive Tax Savings with Cash Balance Defined Benefit Plans – David Podell

Posted at 20:41h in Accounting, Offering CFO & advisory services, Tax Preparation by Marie Munyana 0 Comments

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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...

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09 Aug 5 Common Bookkeeping Errors (and How to Fix Them) – Leeroy Beeby

Posted at 20:15h in Accounting, Bookkeeping, Quickbooks by Marie Munyana 0 Comments

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Bookkeeping may seem straightforward, but even small mistakes can snowball into major financial problems. From cash flow gaps to compliance issues, these errors can cost businesses thousands — and often go unnoticed until it’s too late. In a recent episode of Building the Premier Accounting Firm,...

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31 Jul How to Stop Bottlenecks at Your Accounting Firm – Jen Hamilton

Posted at 21:27h in Accounting, Tax Preparation by Marie Munyana 0 Comments

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Operational bottlenecks are one of the most common but overlooked problems that accounting firms face. As firms grow, complexity increases, teams expand, and processes begin to break down—unless there are systems in place to manage them. In this episode of Building the Premier Accounting Firm,...

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28 Jul From Broke to Millions: The Mindset Shifts That Tripled His Income in 30 Days – David Neagle

Posted at 22:52h in Accounting, Tax Preparation by Marie Munyana 0 Comments

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What separates entrepreneurs who barely scrape by from those who build seven-figure businesses? According to David Neagle, it’s not just strategy or education, it’s mindset. In a powerful episode of Building the Premier Accounting Firm, host Roger Knecht sits down with David Neagle to explore how...

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22 Jul Master Your Small Business Profit Margins: 4 Essential KPIs You Can’t Ignore – Ahuva Gruen

Posted at 19:09h in Accounting, Tax Preparation by Marie Munyana 0 Comments

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In today’s dynamic business landscape, hiring a Fractional CFO has become a game-changer for small and mid-sized companies looking to scale without the full-time cost. A Fractional CFO provides high-level financial expertise on a part-time basis, helping entrepreneurs make data-driven decisions, optimize their operations, and...

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15 Jul Top 5 CFO Services That Will CHANGE Your Accounting Firm’s Profitability – Lera Kooper

Posted at 20:24h in Accounting, Tax Preparation by Marie Munyana 0 Comments

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The CFO Shift in Modern Accounting In today’s rapidly evolving financial landscape, traditional accounting firms can no longer rely solely on tax preparation and compliance work. Business owners are seeking strategic partners who can provide ongoing insights, financial clarity, and proactive growth support. This shift has...

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27 Jun Mastering Multi-State Remote Work: Essential Compliance Tips for Employers – Rhamy Alejeal

Posted at 21:33h in Accounting, Tax Preparation by Marie Munyana 0 Comments

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Why Remote Work Compliance Is a Make-or-Break Issue As remote work becomes the norm, employers face a complex landscape of state-by-state regulations—from workers’ compensation monopolies to paid-leave mandates and break-time attestations. Ignoring these multi-state labor laws not only risks costly fines and lawsuits but also undermines...

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19 Jun Values Over Profit? The Accounting Paradox – Ingrid Edstrom

Posted at 21:49h in Accounting, Tax Preparation by Marie Munyana 0 Comments

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In an era where automation and profit margins dominate accounting discourse, a quiet revolution is taking place—one rooted in values, relationships, and purpose. For accountants and tax preparers navigating an evolving industry, this shift isn’t just philosophical—it’s practical. In the latest episode of Building the...

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12 Jun How to Negotiate Like a Pro: Key Fundamentals & BATNA Explained – Mark Herschberg

Posted at 09:08h in Accounting, Tax Preparation by Marie Munyana 0 Comments

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Imagine adding an extra $10,000 to your next deal simply by asking the right questions. In this episode of Building the Premier Accounting Firm, host Roger Knecht welcomes MIT?educated career strategist Mark Herschberg, author of The Career Toolkit, to unpack the negotiation fundamentals and BATNA...

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06 Jun Nonprofit Bookkeeping Secrets: The 3 Software Tools You Didn’t Know You Needed – Jeremy Van Groll

Posted at 19:44h in Accounting, Tax Preparation by Marie Munyana 0 Comments

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Nonprofit organizations face unique bookkeeping challenges—ranging from tracking donor-restricted funds to producing compliant financial reports that satisfy boards and grantors. Without specialized systems in place, finance teams often spend countless hours reconciling data across spreadsheets and CRM platforms, delaying critical insights for decision-makers. In this...

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