Rewind : Words Sell And Are Compelling w/ Chris Forsey
Building the Premier Accounting Firm
Release Date: 07/19/2025
Rewind : Words Sell And Are Compelling w/ Chris Forsey
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Using the right words can make all the difference when marketing and selling your services effectively. They could be the difference between success and failure in your marketing. Are we also leveraging technology to find potential clients? Today there are a number of tools available to help manage, nurture and engage with our potential clients to help them become our next clients. Listen as Chris and Roger discuss new ways to effectively market accounting services. Don’t miss this episode! Also, pay attention to the advice...
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Ahuva Gruen’s 4 P’s: Are You Missing This Profit Key?
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Ahuva Gruen, a seasoned fractional CFO, shares her journey from a young entrepreneur to a financial expert, offering insights on differentiating bookkeeping, accounting, and CFO services. She emphasizes the importance of strategic financial management for business growth and profitability. Key Takeaways: Differentiate between bookkeeping, accounting, and CFO services to provide tailored solutions. Optimize the “Four P’s” (People, Processes, Profits, Products) to identify and address pain points in a business. Implement key...
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This Week on BPAF : Ahuva Gruen
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses the 4 P's with Ahuva Gruen.
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Rewind : Providing Quality Services w/ Gabrielle Fontaine
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! For years Gabrielle has worked in accounting and perhaps has seen it all. Therefore, it is no surprise when the conversation turns to providing quality services ethically, but what does that mean? Take the time to listen in as Roger and Gabrielle discuss the role of the accountant and bookkeeper. Understand how confidence and competence play into the equation and determine your success. They also discuss how accounting is actually a people business. The relationships we build with business owners are both personal and...
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5 Must-Have CFO Services for Accounting Clients w/ Lera Kooper
Building the Premier Accounting Firm
Join Roger Knecht on “Building the Premier Accounting Firm” as he interviews Lera Kooper, owner of a CPA business advisory firm, about her journey of acquiring and growing accounting firms, and her strategies for offering high-value CFO and advisory services. Discover how Lera transitioned from a tax-driven model to a balanced approach, emphasizing monthly recurring revenue and strategic client relationships. Learn practical insights into firm valuation, service pricing, and team management for accounting professionals. Key Takeaways: Acquire Strategically: Focus on firms with...
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This Week on BPAF : Lera Kooper
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses transitioning from a compliance driven to strategic driven firm with Lera Kooper.
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Rewind : Time is Fleeting, Work More Efficiently w/ Celso Pinto
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Running an accounting business can be overwhelming. Managing time, identifying priorities, and defining workflows is important. Listen to Roger and Celso reflect on business and how we can work more purposefully when taking care of our clients. When we work with the intent to be profitable, we can become the premier accounting firm in our area. Simply said, things do not need to be as complicated as we tend to make them as we run our business. The time is now to explore ways to leverage technology to improve workflow. Your...
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The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Roger Knecht interviews Mike Milan, a cash flow expert, on uncovering hidden cash flow and building financial strength in businesses. Mike shares insights from his Clear Path to Cash framework, emphasizing communication and practical implementation strategies for accounting professionals. Key Takeaways: 🗣️ Improve communication by translating financial jargon into understandable terms for clients. 🔍 Identify hidden cash flow using techniques like the “Cash Leak Map” to demonstrate value. 🚀 Offer advisory services as...
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This Week on BPAF : Mike Milan
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses uncovering hidden cash flow with Mike Milan
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Rewind : Being Safe & Vulnerable w/ Robyn Mons
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Have you ever asked yourself the question, “am I enough” or “am I deserving”? These self-sabotaging questions that conjure up self-doubt and even the imposter syndrome in business may be common, but they don’t need to persist. Listen as Robyn and Roger explore the mind, the thoughts we experience when starting and building our accounting businesses. Learn what you can do to be in business for yourself but not by yourself. There is no need to experience this journey alone and feel as if you are re-inventing the process when...
info_outlineJoin us as we revisit this conversation from 2021!
Using the right words can make all the difference when marketing and selling your services effectively. They could be the difference between success and failure in your marketing. Are we also leveraging technology to find potential clients? Today there are a number of tools available to help manage, nurture and engage with our potential clients to help them become our next clients.
Listen as Chris and Roger discuss new ways to effectively market accounting services.
Don’t miss this episode!
Also, pay attention to the advice related to working from home. So good points to consider 😊
Your Host: Roger Knecht, president of Universal Accounting Center
Our Guest: Chris Forsey
Chris is the Co-founder of Learner Park Media, a creative agency in Salt Lake City that provides marketing services and solutions to small businesses.
He’s been featured on ABC, NBC, CBS, and Fox as an expert in the field of digital marketing and over the last decade has helped hundreds of entrepreneurs successfully market and grow their business.
In his free time, he can be found at the lake or on the mountain with his wife and three kids in Salt Lake City, UT.
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
- Take the time to watch Chris go over the various tools, apps etc. that are available to use as we leverage technology to find and acquire new clients. This is a MUST SEE presentation. Be ready to take some good notes and implement these “best practices” in your business.
- Watch it now by CLICKING HERE!
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