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Aug 5, 2022

This week, Roger interviews cash flow expert David Safeer, Founder and CEO of David Safeer International, an institution that trains accountants on matters of cash flow, and also works with CFOs to optimize their cash flow and run businesses more effectively.

 They talk about all matters cash flow; managing cash flow,...


Jun 15, 2022

In this week’s episode, Roger Knecht speaks to Michael Jones on cash flow, providing great quality products or services and building a relationship with your clients or customers. Michael gives tips on how to come up with policies in the business to help come up with solutions or reforms for the issues encountered in...


Nov 3, 2021

Do you know the 4-part questions to use to determine if someone qualifies for the R&D tax credit?

This conversation with Adam and Roger is going to be enlightening both personally and professionally.  I’m sure you’ll get some great notes from this.

Also, how many of this have said to our spouse “Heh Hon,...


Oct 27, 2021

Do we really understand the purpose of the US tax code?  Often our clients are frustrated with the laws and how it affects them individually. Can you explain to them why it is and how they can legally minimize their tax liability? 

Steve & Roger have an informative and fun discussion about starting a tax career, the...


Oct 20, 2021

For Shannon working with clients involves more than just providing quality reports, it’s doing so much more than the client initially expects.

Listen as Roger and Shannon consider what bookkeeping is today and how it can be so much more when we consider engaging with clients as their CFO, advisor and coach.  Ask...