Show Summary:

In this insightful episode of the Grow My Accounting Practice podcast, we welcome Roger Knecht, president of Universal Accounting Center (UAC), to discuss the evolving role of accountants and the growing demand for CFO and advisory services.

Roger breaks down the key differences between CFO services, advisory services, and coaching, helping accounting professionals understand how they can expand their offerings and increase their value to clients. He also shares how Profit First seamlessly integrates into business engagements, providing a solid foundation for financial clarity and profitability.

Many accountants hesitate to step into advisory roles—Roger uncovers the common roadblocks and misconceptions that hold professionals back. He also highlights how UAC equips accountants with the training, tools, and confidence they need to offer high-quality advisory and coaching services.

Tune in to learn how you can elevate your accounting practice, provide greater value to clients, and unlock new revenue streams through strategic financial guidance!

🎧 Listen now!

LinkedIn:
https://www.linkedin.com/in/rogerknecht/

Listen in and enjoy the podcast with Roger:
https://universalaccounting.com/building-the-premier-accounting-firm/

Your Strategic Accountant: https://universalbusinessbuilders.com/your-strategic-accounting-landing-page-accountants

Your Profit & Growth Expert:
https://universalbusinessbuilders.com/your-profit-and-growth-expert-landing-page-accountants

Red to Black:
https://universalbusinessbuilders.com/freedom-r2b-ebook

In the BLACK:
https://universalbusinessbuilders.com/freedom-itb-e-book

The Turnkey Business Plan for Accounting Professionals:
https://universalbusinessbuilders.com/turnkey-process-video-course

Corporate Partner:
Universal Accounting  - https://universalaccounting.com/

Make Your Business Permanently Profitable with the PROFIT FIRST APP!