Rewind : Leveraging Technology to Improve Client Relations with Chris Farrell
Building the Premier Accounting Firm
Release Date: 02/22/2025
Rewind : Leveraging Technology to Improve Client Relations with Chris Farrell
Building the Premier Accounting Firm
Listen as Chris and Roger discuss that experience and how accountants can improve it for the client using technology. Consider the example Chris shares as he references what we are all familiar with when it comes to the banking industry.
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Beyond Comfort Zones: Transformative Journeys in Leadership and Growth w/ Vamsi Polimetla
Building the Premier Accounting Firm
Welcome to another insightful episode of Building the Premier Accounting Firm, where Roger Knecht, president of Universal Accounting Center, guides you on your journey to building a successful accounting business. In this episode, we have the privilege of welcoming Vamsi Polimetla, a seasoned leadership development coach with an impressive track record at pioneering companies like SpaceX, Amazon and Apple. Vamsi shares his expertise on unleashing the untapped potential within individuals, drawing on Eastern philosophies to help clients achieve their goals more efficiently. Episode Highlights: ...
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This Week on BPAF : Vamsi Polimetia
Building the Premier Accounting Firm
Join us this Friday for a new episode where Roger discusses doing the impossible with Vamsi Polimetia.
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From Pars to Profits: Mastering SEO for Accounting Firms with Jeremy Estey
Building the Premier Accounting Firm
In this insightful episode of Building the Premier Accounting Firm, Roger Knecht sits down with Jeremy Estey, a seasoned marketing expert specializing in accounting firms. Jeremy shares his expertise on transforming bookkeeping and tax services into profitable ventures through strategic marketing, with a particular emphasis on the power of search engine optimization (SEO). Main Themes: Jeremy Estey’s Journey: Transition from the golf media industry to founding Amber Sky Marketing. Specialization in accounting firms, focusing on cash flow services and business adaptation. Enhancing...
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This Week on BPAF : Jeremy Estey
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses SEO and SEM with Jeremy Estey
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Rewind : The Accounting Profession Is Evolving with Charlie Price
Building the Premier Accounting Firm
As we consider our role as accounting professionals and the relationships we have with our clients we need to consider which of our services meet two criteria:
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Systematic Marketing Strategies for Telling Your Firm’s Story w/ Katie Thomas
Building the Premier Accounting Firm
Welcome to another enlightening episode of Building the Accounting Firm, where we delve into the essential strategies for elevating your accounting business. In this episode, Roger Knecht is joined by guest CPA Katie Thomas, who brings a wealth of knowledge at the intersection of accounting and marketing. In this episode, we explore the vital role that marketing plays in attracting and retaining clients within accounting practices. Katie shares her journey from working in a family business to becoming a leader in the accounting and marketing field. She offers valuable insights into how firms...
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This Week on BPAF : Katie Thomas
Building the Premier Accounting Firm
Join us this Friday for a new episode where Roger discusses social media and AI with Katie Thomas.
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Growth through Alchemy: Chad Jenkins’ Visionary Strategies for Transforming Your Firm
Building the Premier Accounting Firm
Welcome to another insightful episode of Building the Premier Accounting Firm with your host Roger Knecht. In this episode, Roger dives into how to grow an accounting business with Chad Jenkins, founder of SeedSpark. This episode centers around entrepreneurial growth in bookkeeping, accounting, and tax businesses. It emphasizes the transition from traditional methods to innovative approaches that foster collaboration and business expansion. Key Highlights: Entrepreneurial Journey: Chad shares his path, focusing on leveraging growth opportunities and shifting from a solopreneur mindset to...
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This Week on BPAF : Chad Jenkins
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses the art of collaboration with Chad Jenkins
info_outlineJoin us as we revisit this conversation from 2020!
As we work with our accounting clients, we need to consider their experience with us. It begins with the on boarding as a new client but then continues month after month as we help them find value in the information we provide.
Listen as Chris and Roger discuss that experience and how accountants can improve it for the client using technology. Consider the example Chris shares as he references what we are all familiar with when it comes to the banking industry.
It’s time to consider ways to update your client interaction and retention.
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Chris Farrell
Chris Farrell is the CEO of Liscio, a software company that develops Client Experience software for accountants. Prior to Liscio, Chris served as the CFO of a NASDAQ-listed company and as an auditor for Arthur Andersen. He earned his MBA at UCLA his CPA license in California. Chris lives with his wife and son in San Francisco, California.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
Get a FREE copy of :
- “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
Click HERE to learn more of Liscio and how it can help you leverage technology within your business
In a spirit of sharing, Chris invites you to reach out and speak with him directly. Each week he speaks with various owners of accounting businesses. As such he’d be happy to listen and offer advice to help you in your business: [email protected]
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com
or call us at 801.265.3777