Rewind : A Marketing Strategy That Works w/ Chris Forsey
Building the Premier Accounting Firm
Release Date: 03/28/2026
Your Firm, Your Life: Achieving Balance in Accounting w/ Jeff Dredge
Building the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Jeff Dredge discuss the evolution of the accounting profession, highlighting the shift from traditional compliance to essential advisory services. They explore how embracing technology and a “hindsight, insight, foresight” approach can transform accounting firms and enhance client relationships. Learn about the value of work-life balance and strategic collaboration for sustained growth. In This Episode: 00:00 Introduction & Early Career 02:11 From Employee to Partner 05:01 The Evolution to...
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Rewind : A Marketing Strategy That Works w/ Chris Forsey
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2022! If getting more clients is on the agenda, this is a conversation you don’t want to miss. Roger speaks with Chris about the elements that make up the ideal marketing strategy from identifying the ideal clients, to niching, advertising budget, emotional selling and so much more. This is a fun, heartfelt conversation between two friends you’ll enjoy and find helpful as you work ON your business to get the clients you deserve. Sit back and enjoy, and be ready to take some good notes. Your Host: , president of Our Guest: Chris Forsey Chris is...
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Rewind : Bringing Passion to Client Relations w/ Bobby Martin
Building the Premier Accounting Firm
Join us as we revisit this conversation from 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 that we are able to then use industry research to have the edge in business advisory services. You’ve heard it before, information is power, in fact it is the path to asking the right questions. Elevating your...
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AI for Accountants: What’s the Real Impact? w/ Nathan Whittacre
Building the Premier Accounting Firm
Thank you for joining us for another episode of Building the Premier Accounting Firm. In today’s episode, Roger Knecht and guest Nathan Whittacre discuss the ever-evolving landscape of technology, cybersecurity, and AI in the accounting industry. They offer practical advice for accounting professionals on how to navigate digital threats and leverage new technologies for business growth. In This Episode: 00:00 Introduction & Guest Background 01:28 Evolution of Business Technology 05:57 Embracing Technological Change 09:49 Data Security & Compliance 14:45 Evaluating New Technologies...
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Rewind : The Business Owner Mindset w/ Shannon Vincent
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Here’s an episode you don’t want to miss. Shannon and Roger discuss the challenges that owners of accounting firms face as they work to offer quality accounting services profitably. For example, is it effective to be everything to everyone when running the business? Sometimes we get too busy and forget we always have a choice! They address mindset and why having an abundance mindset is so important as it effects marketing, sales, pricing, client retention and so much more. In fact, you’ll want to understand what Shannon refers to...
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Get Clients: How to Transform Leads into Paying Customers w/ Nikki Rausch
Building the Premier Accounting Firm
Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Nikki Rausch discuss how to master authentic sales in the accounting industry. Learn to differentiate marketing from sales, build lasting client relationships, and effectively price your services for maximum value and client satisfaction. This episode provides actionable insights to transform your approach to attracting and retaining high-value clients. In This Episode: 00:00 Welcome & Guest Introduction 01:00 Marketing vs. Sales Explained 03:12 Mindset Shift in Sales 06:06 Engaging on Social Media...
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This Week on BPAF : Nikki Rausch
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses using questions to build your authority in the marketplace with Nikki Rausch.
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Rewind : Giving Back to the Accounting Profession w/ Tiffani Higgins
Building the Premier Accounting Firm
Join us as we revisit this conversation from 2021! Imagine offering bookkeeping services on the side, over weekends and weeknights, and having the success to replace the day job income and then deciding to not only do it full-time but also now work to replace your spouse’s income and bring them home to be with the family. DONE, Tiffani did that and so much more! It was because of the freedom and flexibility that come from running her own business she was able to meet the needs that arose when growing the family having twins as well as homeschooling her children. Consider the...
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5 Steps to Scale & Exit Your Company Smoothly w/ Josh Davis
Building the Premier Accounting Firm
In this episode of Building the Premier Accounting Firm, Roger Knecht and Josh Davis discuss building and selling a logistics company, the crucial role of accounting in business valuation, and key strategies for scaling. Josh, who runs acquisitions consulting office JL Davis Enterprises, shares his framework for growth, focusing on people, systems, and performance, and offers advice on navigating the personal journey of exiting a business. Learn how accounting professionals can help clients prioritize profit and prepare for successful transitions. In This Episode: 00:00 Welcome & Josh’s...
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This Week on BPAF : Josh Davis
Building the Premier Accounting Firm
Join us this Wednesday for a new episode where Roger discusses Work / Life Intergration with Josh Davis.
info_outlineJoin us as we revisit this conversation from 2022!
If getting more clients is on the agenda, this is a conversation you don’t want to miss. Roger speaks with Chris about the elements that make up the ideal marketing strategy from identifying the ideal clients, to niching, advertising budget, emotional selling and so much more. This is a fun, heartfelt conversation between two friends you’ll enjoy and find helpful as you work ON your business to get the clients you deserve.
Sit back and enjoy, and be ready to take some good notes.
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.
Book Mentioned in the conversation:
Sponsors:
- Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Offers:
UNIVERSAL CRM
- 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!
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.
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