Connect with Roger
1. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting talk about 3 core levels of accounting service.
2. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting talk about how to have the right conversation with your client.
3. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting talk about being curious and how to listen properly.
1. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting talk about the accountant being the business owner client’s interpreter or translator of the numbers of their business. He talks about the business communicating to its owners in the numbers and how the role of the accountant it’s to translate those numbers and extract the key takeaways, insights and observations.
2. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger talks about the 3 core services accountants offer to clients. Bookkeeping and Accounts, Tax planning & preparation and CFO & Advisory, what they mean and the value perception in the client's eyes of these 3 levels of service.
3. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger talks about the question 'Therefore what?' and shares a story of a client he helped manage cashflow struggles and how he helped him change the way he managed his cash so he was able to be excited about growing his business.
4. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger talks us through how to run a client meeting and why it is important to be genuinely curious about your client's business. When you run a meeting the way Roger describes, the conversation naturally leads to what you do and how you can help them.
5. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger talks about the importance of really listening to your clients and describes some conversations as tennis matches. He talks about summarising what the person you are speaking to has just said, as this demonstrates that you are really listening to them.
6. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Rogers talks about being curious and interested in your business owner clients' business, their business model, how they came to be in business in the first place and their goals and aspirations. When you do this, you will engage properly with them, as all business owners want to talk about their business.
7. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger talks about this STAR program and how it builds within his team a culture based on accountability around KPIs.
He talks about the metrics that everyone has, and that they all serve one key metric. The STAR program (Strength, Trust, Acknowledge, Recognition) focuses on the things they have control of. Listen to the details of this program and how it impacts his team here.
8. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger talks about the importance of tools, training and temperament in the STAR Program and why temperament is very important in his firm. He wants no distractions, no drama, and it aims to extract toxicity. Listen here.
9. Listen to this Humanise The Numbers podcast with Roger Knecht of Universal Accounting. Roger talks about understanding what motivates your team, he shares 4 key motivators and that it is important to know your team and which of these key motivators is of most relevance to them. He shares an example of working at the weekend and using the right motivator, and why you need to meet your people where their need is. Listen here.
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Here is a soundbite of the interview with Roger
