
The Modern CPA Success Show
Unlocking the ROI of Advisory Services with Roger Knecht
Aug 21, 2023
47:24
“That five-minute explanation of your ingenious tax strategy that you gave your client was the combination of your experience–school, studying, training, conferences; all of these things culminate into that five-minute answer, so give yourself credit where it's due. You're a professional and deserve that value.” - Roger Knecht
The finer details of this episode:
- The three core services in accounting firms: accounting and bookkeeping, tax planning and preparation, and CFO and advisory
- Empowering accounting professionals to recognize their worth and value
- Permission and clarity in transitioning to an advisory role
Episode resources:
- Summit Virtual CFO by Anders website – https://www.summitcpa.net/
- If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com
- Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/
- https://universalaccountingschool.com/
- Roger Knecht | LinkedIn
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.