Rewind : Leveraging Technology to Improve Client Relations with Chris Farrell
Building the Premier Accounting Firm
Release Date: 02/22/2025
5 Steps to Financial Transparency in Your Business w/ Greg Kyte
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht sits down with guest Greg Kyte to explore the intricacies of fractional CFO work, fraud prevention, and the unexpected intersection of accounting and comedy. Greg shares his unique career journey and provides actionable insights for accounting professionals looking to protect their clients and enhance their service offerings. Key Takeaways in This Episode: ✅ Prioritize transparency and accountability in all financial dealings to build trust with clients and prevent fraud. 🏢 Implement robust internal controls,...
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This Week on BPAF : Greg Kyte
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses anxiety, failure, and fraud with Greg Kyte
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Rewind : Passion and Gratitude Does Pay Off When Building the Business w/ Natalia Zacharin
Building the Premier Accounting Firm
For some the idea of starting an accounting business is the furthest thing from their mind then life is thrust upon them.
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End Burnout: Andrew O’Brien’s Simple Steps for Accounting Firm Owners
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews Andrew O’Brien, the Mindblowing Coach, about stress and burnout management for accounting professionals. They explore the science behind stress, debunk misconceptions, and provide actionable tips for a healthier, more balanced life. 💪 Key Takeaways: Recognize the difference between real and perceived stress to better manage your reactions. 🧠 Implement deep breathing and hydration techniques to quickly signal your brain for homeostasis. 💧 Prioritize sleep and nutrition to optimize brain health...
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This Week on BPAF : Andrew O'Brien
Building the Premier Accounting Firm
Join us this Friday for a new episode where Roger discusses mastering your stress with Andrew O'Brien.
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3 Ways Strong Client Relations Boost Accounting Profits w/ Nolan Bradbury
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Nolan Bradbury of Bradfield Accounting joins Roger Knecht to discuss the critical importance of strong client-accountant relationships, moving beyond transactional interactions, and leveraging financial reports to drive business growth. They explore the value of providing advisory services, KPIs, and the essential role of accountants as translators, ensuring business owners understand their financial data and make informed decisions. Key Takeaways: Prioritize client relationships: Build connections that go beyond basic accounting...
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This Week on BPAF : Nolan Bradbury
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses client relationships with Nolan Bradbury
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Rewind : Being a Disruptor as an Accounting Professional w/ Ryan Lazanis
Building the Premier Accounting Firm
Listen as Ryan and Roger discuss why and how you can become a disruptor within the space of accounting to find and retain new clients.
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Smart Finance: Leveraging Fractional CFOs for Maximum Impact w/ Shena White
Building the Premier Accounting Firm
In this episode of “Building the Premier Accounting Firm,” Shena White, an award-winning contractor and wealth efficiency expert, shares her journey into accounting after an embezzlement incident, leading her to specialize in CFO and advisory services for small businesses. Discover key strategies for financial management, tax planning, and safeguarding your business during economic downturns. This episode provides actionable insights for accounting professionals and business owners alike. Key Takeaways: Understand the role of a fractional CFO in providing financial insight beyond...
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This Week on BPAF : Shena White
Building the Premier Accounting Firm
Join us this Friday for a new episode where Roger discusses better serving your clients through advisory services with Shena White
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