Unlocking the ROI of Advisory Services with Roger Knecht

Roger Knecht, President of Universal Accounting Center, joins Adam and Tom to share valuable insights on the different types of services offered by accounting firms and how to effectively deliver them. He emphasizes the importance of clear communication and packaging of services to clients. The conversation delves into the hierarchy and pricing of services, the importance of recognizing the value provided, and explaining the return on investment (ROI) to clients. They also discuss the importance of building personal relationships with clients. The episode concludes with insights on meeting frequency and pricing strategies.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.