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

CPA Trendlines Podcasts

You don’t need all the answers, but you do need to ask the right questions.

The Disruptors

With Liz Farr

About 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.”

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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.