Roger Knecht: Can You Be an Accountrepreneur? | The Disruptors episode artwork

EPISODE · Jan 28, 2025 · 1H 3M

Roger Knecht: Can You Be an Accountrepreneur? | The Disruptors

from CPA Trendlines Podcasts · host CPA Trendlines

You don’t need all the answers, but you do need to ask the right questions.The DisruptorsWith Liz FarrAbout ten years ago, Roger Knecht, President of Universal Accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. So he talked to business owners about what they’d like to see and developed a curriculum to help accountants develop those skills. “It's game-changing,” Knecht says, “because once you have the confidence as well as the competence to deliver CFO and advisory services, the world is your oyster bed.”MORE PODCASTS and VIDEOS: Beth Whitworth: Focus on Outcomes Not Hours | Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client's $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients | Jack Fleherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create A Human-Centric Business | Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial | Exclusively for PRO Members. Log in here or upgrade to PRO today.As more accountants and bookkeepers move beyond compliance work into tax advising and planning, cash flow management, and CFO services, they can do work that Knecht says is more fun and creative. “I think it moves the needle for our clients a lot more when we're able to give them those insights and perspectives to run their businesses more profitably,” Knecht says.

You don’t need all the answers, but you do need to ask the right questions.The DisruptorsWith Liz FarrAbout ten years ago, Roger Knecht, President of Universal Accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. So he talked to business owners about what they’d like to see and developed a curriculum to help accountants develop those skills. “It's game-changing,” Knecht says, “because once you have the confidence as well as the competence to deliver CFO and advisory services, the world is your oyster bed.”MORE PODCASTS and VIDEOS: Beth Whitworth: Focus on Outcomes Not Hours | Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client's $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients | Jack Fleherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create A Human-Centric Business | Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial | Exclusively for PRO Members. Log in here or upgrade to PRO today.As more accountants and bookkeepers move beyond compliance work into tax advising and planning, cash flow management, and CFO services, they can do work that Knecht says is more fun and creative. “I think it moves the needle for our clients a lot more when we're able to give them those insights and perspectives to run their businesses more profitably,” Knecht says.

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You don’t need all the answers, but you do need to ask the right questions.The DisruptorsWith Liz FarrAbout ten years ago, Roger Knecht, President of Universal Accounting, noticed that while accountants wanted to move into the advisory space, few...

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