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...
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...
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,...
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...
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...
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...
