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Unlocking the ROI of Advisory Services with Roger Knecht

The Modern CPA Success Show: Episode 101


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.

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Topics: CPA Firm, Podcast