Nov 18, 2022

So, you want to become a CFO or you’re thinking adding CFO advisory services to your firm’s list of services, but what exactly is a CFO and what do they do?

This week Roger chats with Adam Lean, co-founder of TheCFOProject.org, who has also had experience building and selling companies, as they discuss about what a...

Oct 26, 2022

On this week’s episode, Roger talks with tax preparation and planning expert Randy Crabtree on the differences between tax preparation and tax planning, how accountants can start charging more by helping their clients save on their taxes. The difference between a credit and a tax deduction.

They also talk about...

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...

Dec 29, 2021

Bobby and Roger have a timely discussion about industry trends and why they are relevant to know as accounting professionals.  From marketing and sales to get the clients we need to grow the business to then working with them as their CFO and advisor.

It all starts with a genuine curiosity for business in general.  From...