- Cadence
- Weekly
- Latest
- 2026-10-28
- By
- Roger Knecht
- Based on
- 12 recent episodes
- Covers: Practice management, client onboarding, advisory services, pricing strategies, marketing, AI adoption, and firm growth.
- For: Accounting professionals and firm owners looking to grow and manage their practices.
- Best for: Accountants seeking to transition from compliance work into high-value advisory services.
- Skip if: Individuals looking for personal tax advice or basic consumer personal finance tips.
Start with
- The Accountant's AI Renaissance: Become the Human Edge w/ Jody Padar: How accounting professionals stay relevant and leverage human skills as AI handles technical tasks.
- Build A Standout Accounting Brand w/ Mike Jones: Branding strategies and building a clear identity for accounting firms to stand out.
- Beyond Compliance: Scaling High-Impact CFO Services: Pivoting from traditional compliance work to high-impact CFO advisory services.
Sponsors seen
- Universal Accounting CenterSponsor
Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Why 9 Out of 10 Small Businesses Never Sell w/ Marc Adams · 2026-10-21 - Universal Accounting CenterSponsor
Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Why Early Adopters of AI in Accounting Are Already Falling Behind · 2026-10-07 - Universal Accounting CenterSponsor
Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Fix Messy Books and Grow Advisory Engagements w/ Nancy Benet · 2026-09-30 - Universal Accounting CenterSponsor
Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Build A Standout Accounting Brand w/ Mike Jones · 2026-10-13 - BILLSponsor
Sponsors: BILL It's time to grow your capacity, not your headcount. Visit bill.com/BUILDING to get started today
Attract High-End Clients as an Advisor w/ Ann Carden · 2026-09-23 - flobizsolutions.comSponsor
Offers: flobizsolutions.com Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today!
Attract High-End Clients as an Advisor w/ Ann Carden · 2026-09-23 - BILLSponsor
Sponsors: BILL It's time to grow your capacity, not your headcount. Visit bill.com/BUILDING to get started today
Beyond Compliance: Scaling High-Impact CFO Services · 2026-09-16 - BILLSponsor
It's time to grow your capacity, not your headcount by using BILL, the AI-powered, exception-based AP solution
Stop Doing the Books: A Step-by-Step Guide to CFO Advisory · 2026-09-09