Building the Premier Accounting Firm

Roger Knecht
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Apr 13, 2022 • 46min

Meaningful Client Relations, H2H w/ Shane Lukas

Let’s take a moment and discuss FEAR.  We can define it but more importantly concur it with preparation.  “If ye are prepared ye shall not fear.” D&C 38:30 But how does this apply to an accounting business, you’ll understand, just listen in as Roger and Shane discuss it and the 4 things every accountant should address when running the business. They will also cover things such as: Why “purpose” matters. What difference are we really making? Our Impact / Your Impact – the little bits and pieces that make a difference Next Roger and Shane discuss the power of adding value to the quality accounting services, offering CFO and advisory services.  Bringing perspective to the discussion with the business owner.  There is a process, a turnkey model to offer advisory services as an accounting professional. Pay attention and you’ll also learn the two essential elements of effective coaching. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Shane Lukas Shane is a business coach, Tedx speaker and strategist.  His business, AVN – Inspiring Accountants provides accountants in practice the skills, training and resources to build better firms and to better serve their business clients by providing powerful business growth solutions over and above producing accounts; enabling those accountants and their clients to improve their businesses and achieve a better life as a result.   Shane has authored many international best-selling books for business owners and accountants and regularly delivers talks on leadership and business growth solutions his books include the two best-selling books for accountants:   Putting Excellence Into (your)Practice: A Proven Roadmap To A Profitable, Sustainable and Value Driven Accountancy Business and What’s Next For Accountants: How to make the biggest threat facing the profession your biggest opportunity. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: As part of this episode Shane offered two great additions to your library: Get your FREE copy of the following e-books Putting Excellence Into Your Practice What’s Next For Accountants You’ll also want to get this must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book Learn more about how you also can give back and make an impact through B1G1 See how Universal Accounting Center is having an impact.   You’ll also want to see how you can become a Profit & Growth Expert for your clients.  Learn how to market, sell, price, offer and fulfill quality CFO advisory and coaching services.   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.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   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
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Apr 6, 2022 • 1h 31min

Balancing Mental Health & Accountability w/ Ted Paulsen

It’s time we talk about us individually, as business owners, entrepreneurs, but also the personal side that we also need to acknowledge as we run the business and work with others. Roger and Ted have an in-depth conversation that covers a variety of topics we all need to consider.  For example, as business owners, an Accountrepreneur, are we coping well with the related stresses?  What self-talk are we having on a daily basis?  What is our relationship with our ego?  Are we open to those around you that are ready to help? When interacting with our peers, our employees do we create an environment of belonging that is welcoming to those around us.  How well do we hear what is being said, do we understand and practice Innate Listening?  Are we being present throughout the day to notice opportunities? When we bring up Mental Health, is it taboo in our relationships either personal or professional? Have you considered how to balance compassion and expectations?  Are we able to find the purpose and meaning in what we do? Are we willing and able to become vulnerable and why it is relevant when working with people? Employees, what happens when they are their own advocates and how do we perceive it? What does it take to delegate and are we ready?  Do we really trust those we work with? There’s a lot to discuss so sit back, enjoy and don’t forget to take some notes. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Ted Paulsen Ted B Paulsen is a team leadership development and business packaging consultant who currently serves as CEO of Lecticon Learning and Development. Lecticon provides employee onboarding technology and professional development support as well as leadership and emotional wellbeing training and employee mental health support under the Blunovus Care brand.   With his background as a corporate and securities attorney, beyond founding his own companies, one of which he took public, Ted has assisted business ventures raise hundreds of millions in capital.   Having raised 5 children who have grown into a family of 20 with the addition of in-laws and grandchildren, Ted’s family represents his greatest accomplishment. Ted is a “retired” athlete, having worked his shoulders and knees out of a real job. He now enjoys hiking, biking, and golfing. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: As was mentioned in the show, consider working with a coach.  They bring perspective the situation and help by asking the right questions to address the various things that need your attention while also holding you accountable for the things that are stated to be a priority.  Learn more about the Advanced Coaching offered at Universal Accounting Center by calling 801-265-3777. There is no reason you can’t be in business for yourself but not by yourself with Universal.   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.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   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
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Mar 30, 2022 • 60min

Your Money Mindset w/ Melissa Houston

This is a conversation that everyone will be able to relate to.  Roger and Melissa keep it professional but will also make this personal.  We each have destructive stigmas that we deal with that hold us back, especially when it comes to money.  In fact, everyone has a unique money story. As accounting professionals are we inspiring and empowering our clients to be financially successful? It’s not enough that we provide, we also need to be willing to teach business owners, CEO’s their numbers in business so they can create more profit in their business. Ask yourself this, what are the similarities that exist between therapy and coaching? They’ll also discuss how we can and should go ALL IN with our company and work ON our business. Oh, and they’ll also discuss money “mismanagement” and the hole that it can become.  Just because we’re accountants doesn’t necessarily mean we are perfect, great, or even good with our own money management, or should it? Have you at times felt like you are living with the imposter syndrome as an accountant? Sit back and enjoy this next conversation. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Melissa Houston Melissa Houston is the founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it. Melissa’s passion is helping business owners go from 6-figure to 7-figure businesses and achieve their personal financial dreams. When Melissa isn’t helping entrepreneurs become better CEO’s of their business, she can be found at the cottage with her husband Jamie, two teen children, and three dogs. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide to have the premier accounting business today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book Profit First – the transformative process to apply in business to make profit deliberate and intention As was mentioned in the episode, we are and should become for our clients their strategic trusted advisor.  We refer to this as becoming their Profit & Growth Expert following the processes outlined in the Universal Business Builder engagement.  This is a great addition to your firm’s offer, an additional revenue stream, and a client retention service.   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
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Mar 23, 2022 • 43min

The Details are in the Forecast w/ Martin Zych

Okay, this is a conversation that covers some good ground ranging from forecasts, planning, and analytics, to starting a business, technology and so much more. Yes, Roger and Martin are going to cover it all. For example, you’ll learn the 3 big questions you need to consider when drafting a forecast: How big can this thing get? What does it take to do that? What are the levers to pull to make it happen? But that is just the start of it all. How does growth affect cash flow? What is the realistic pace growth can occur? We need to realize that accounting should involve more analytical work.  We really should be more involved with our clients, and this is accomplished when using technology to find the time and freedom to do more for our clients.  It’s all about leveraging technology. With that said, find out how Jirva came into existence and the benefits you can experience using it and see beyond tomorrow, into the future for your clients. Think of it like this are you ready to jump out of the plane and move beyond accounting to advise your clients?  Now is the time to become the Profit & Growth Expert for your clients. Hear what Martin also thinks of the future of accounting as it relates to AI (artificial intelligence) and technology. Enjoy the conversation and Stay Curious, Stay GRITTY   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Martin Zych Martin Zych is the co-founder and CEO of Jirav. He's career finance & accounting professional, specializing in high-growth tech companies. Previously, Martin was the Finance Director at Limeade and Zephyr Health and a Controller at Atlas Accelerator CFO firm. Over his career, Martin has set up dozens of finance functions and has helped raise over $200 million in funding. He founded Jirav to build the tool he wished he'd had available for him during his whole career as a finance leader at high-growth companies. Offers:   This is a special and time-sensitive offer that you don’t want to miss.  The first 10 people who (1) sign up for a Jirav demo by emailing Martin’s team at sales@jirav.com and (2) mention this podcast (Building the Premier Accounting Firm), will receive a free baby stuffed giraffe animal.  You know you want this so don’t miss this opportunity.   Also, get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book In addition, you need to work ON your business and consider this Turnkey Business Plan for accounting professionals.  This is the course designed to help you start your business with confidence, addressing the most common questions faced with operating the business:   Marketing Sales Pricing And so much more   It’s FREE so register now and get ready to take some good notes.   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.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   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
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Mar 16, 2022 • 47min

Making SELF a Priority w/ Scott Zarret

This is a story of a personal and professional journey which come together nicely.  Consider the thought that we are either working to live or living to work.  Listen as Scott and Roger review choices made and how we are each finding our path, identifying our passion and purpose and then hopefully living in alignment with it!  Trust us, it’s a discussion you don’t want to miss. Life is a journey and the choices we make take us on an adventure, but it is anyone’s guess where it really may take us.  Are you open to an adventure? So with that context, let’s also discuss business.  Scott is the founder of CPA Academy.  How did it start, where is it going and what should we know as it related to the future of Continuing Professional Education, CPE?  What should we know about formal online training and education? As you listen, consider the difference between training, certification – confidence, competence and how it applies to you as you offer quality accounting services. This is a conversation we are sure you’ll enjoy. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Scott Zarret, CPA With more than 25 years of experience in the accounting profession, Scott Zarret, CPA, is widely recognized for developing innovative and highly successful marketing and sales strategies. Scott's platform (CPAacademy.org) has processed more than 5,000,000 registrations. An alumnus of the University of Maryland’s Robert H. Smith School of Business, Scott began his career in the audit and tax department of what is now CohnReznick. Scott was named as one of the 2019 Top 100 Most Influential People in Accounting. On a personal note, he loves mountain biking. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Enjoy this free episode recently recorded and create your account with CPA Academy to have access to many other topics. MENTAL HEALTH INSIGHTS FOR ACCOUNTING PROFESSIONALS   For Additional FREE Resources for accounting professionals check out this collection HERE! Money Management 101 - Payday Job Placement Assistance course Turnkey Business Plan for accounting professionals   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
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Mar 9, 2022 • 58min

Leveraging a BPO Relationship w/ Melanie Macatangay

Let’s start this discussion with the sign so many of us see everywhere we go, “Now Hiring”.  It’s affecting our clients and impacting our own ability to grow the business but there are options. Among the things discussed in this episode, Melanie and Roger will address the idea of outsourcing and using remote workers to grow the business.  Listen and consider the topics covered and see what this may mean for you now or in the near future as you run your business. This applies to you and your clients so get ready to learn about Business Process Outsourcing, BPO, and how they can help. They’ll discuss the help you can have to grow and save money.  Have you considered working with a Virtual Assistant?  From Bookkeeping, staff accounting, recording transactions, hiring a CPA and so much more.  You may have thoughts that include mitigating risk and staffing issues or working with remote individuals, once something discouraged or frowned upon, but is now encouraged and welcome. Offshore accounting is not new, but it has become the new normal. Now is the time to embrace technology, while still working securely and safely.  It’s all about leveraging processes and systems to build the business. This is a timely discussion you don’t want to miss.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Melanie Macatangay Meet Melanie Macatangay, CEO & Founder of 365BOOKSPRO. Melanie has 10+ years of experience helping small to medium size businesses with their accounting and bookkeeping. She holds a Bachelor of Science in Business Administration with a concentration in accounting, Certified Professional Bookkeeper and QuickBooks Specialist from Universal Accounting. She is a Filipino American and is devoted to providing the best quality financial services to SMBs and SMEs and enjoys helping businesses succeed along the way! 365Bookspro was established in 2015 and is an accounting & bookkeeping business processing outsourcing (BPO) company that helps Accounting, Bookkeeping and CPA Firms from small to medium-sized businesses unlock a superior financial strategy to achieve their financial prosperity! Our experience collaborating with companies in a variety of commercial industries, such as like general contractors, real estate agents, automotive, sales, consulting, construction, and more, has given us a solid reputation with business owners in our community. Their offices are in National Harbor Maryland and in East Asia, Manila Philippines. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: As a listener of this podcast consider taking advantage of this great offer to get your first-month service free.  Offer ends May 1st,2022. https://www.365bookspro.com/accountingbpo/ List of suggested software mentioned in the show   Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals “in the BLACK, nine principles to make your business profitable” – e-book   Learn how to use processes and technology to leverage your online marketing efforts to grow your business.  This is a webinar you don’t want to miss, register now and see how you can use a proven system to build your business with the clients you deserve. Universal CRM   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.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777
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Mar 2, 2022 • 1h 22min

Fortunes are in the Follow Up w/ Dan Rawls

This is a conversation with a friend and successful business owner, in fact the master networker or as some may say, “match maker”. Listen as Dan and Roger discuss the principles of effective marketing.  You’ll here topics such as don’t “Rush Rush”, “wherever you are, be there” and so much more You’re going to hear how you can best master group networking dynamics to make the best use of your time when attending and participating in group functions such as conferences, chamber meetings, and many others. A type that you don’t want to miss is that “It’s all in the follow-up”.  Learn what that really means and see how you can apply it in your marketing and sales efforts to grow your business.  Just know this, the “fortunes are in the follow-up”! Take some notes and get ready for the challenge to reaching out to your past contacts. Now sit back and enjoy 😊 Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Dan Rawls Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   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.   Also, let us know what you think of the podcast and please share any suggestion you may have.  We look forward to your input: Podcast Feedback   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
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Feb 23, 2022 • 1h 1min

Financial Modeling with Confidence w/ Ian Schnoor

As accounting professionals the idea of creating or using forecasts or budgets to manage a business is not heard of but financial modeling takes it all to another level.  Using Dynamic Models we can more confidently plan for the future and help our clients make more informed business decisions. Listen as Roger and Ian discuss the best practices as well as the common mistakes to avoid. This is a fun and informative conversation that will help you prepare to answer the “What If” questions the client may have. Modeling future ventures or new businesses is a powerful tool to avoid many mistakes in business.  Building upon assumptions can help plan for a better tomorrow. Modeling is not accounting but accounting professionals are well-positioned to excel and offer this service to their clients. Get ready to take some notes and perhaps this is a new service to add to your revenue stream in the business to get you paid what you are worth. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Ian Schnoor, CFM, CFA Ian is one of the founders of the Financial Modeling Institute in 2017. He oversees the organization including its strategic direction. Ian is also founder of The Marquee Group , a leading provider of financial modeling training, consulting and accreditation. Over the last 20 years, Ian has taught thousands of business professionals and university students around the world. Ian is passionate about teaching and brings a hands-on, interactive approach to every course. Ian teaches at Queen’s University in Canada and is a recipient of the “Instructor of the Year” award in the Master of Finance program at the Smith School of Business. Previously, Ian spent a number of years in the Investment Banking departments at Citigroup and BMO Capital Markets. Ian completed his Bachelor of Commerce Honours degree with academic distinction from the University of Manitoba and has also attained the Chartered Financial Analyst (CFA) designation. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers:   Visit the Financial Modeling Institute and become accredited in financial modeling with the Advanced Financial Modeler accreditation. Enter SAVE10 at checkout to save 10%. Webinars Best Practices Top 10 Reasons Balance Sheets Don’t Balance   Also get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must-have addition to every accountant’s library to provide to have the premier accounting business today: “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals to become for their clients a Profit & Growth Expert. Next, you also need to request your Business Score.  Learn the 8 Drivers that determine the value of a business and how they apply to your company.  This is a great assessment of what is going well and what needs your attention.   For Additional FREE Resources for accounting professionals check out this collection 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
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Feb 9, 2022 • 35min

SEO for Accountants & More! w/ Kelly Gonsalves

In this episode of Building the Premier Accounting Firm, you’ll learn what you need to do with your online presence to get people to find you and act, to call or book an appointment to meet with you. We all hear it, again and again, there are things we need to have a profitable and effective online presence: Search Engine Optimization (SEO) Writing Content Blogging But what does this all mean and what do we need to do to be relevant and found online.  Roger and Kelly have an in-depth conversation that we all need to hear to leverage our online presence to get clients and grow the business. Ask yourself, are you being found online and are you happy with your online presence?  What are the first things first that we all need to consider and prioritize? Get ready to take notes and listen in. Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Kelly Gonsalves Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get?  Kelly Gonsalves - a true entrepreneur that is all in, all the time.  She has started three companies, including a co-founding role in Ideation: Think Forward.  Kelly is a force to be reckoned with.   Her first endeavor began just five years ago when Kelly founded Totally Booked (TM).  The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes.  Most people would sit back and coast on their success - but Kelly isn't "most people".  She's shown no signs of slowing down. In 2020, Kelly founded a new venture, totally seo. The major mission of totally seo is simple: to get accounting professionals and app partners more visibility from the audience they desire, so they can focus on creating the strong business they deserve.  Where else has this passion for small business solutions taken her?  Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch.  In her downtime Kelly spends her weekends paddle boarding on the lake with her dog, Nina, cooking up a great meal, or taking on DIY projects at her new home.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: First, do you have a website?  If not get online for FREE with Universal Accounting Sites. Next, let’s optimize your website.  Reach out to Kelly and find out what you can do with her help to improve your online presence to get you the clients you deserve.  There’s also a discount to take advantage of.  Check it out: https://www.totally-seo.com/ Then we need to see how this all applies to your entire business plan.  There’s a Turnkey Business Plan for accounting professionals so make sure you’re following the tried and proven steps to building a successful business. Also, understand how you can best leverage your online presence using technology to now automate the marketing and sales process to grow a virtual accounting business.  This is a webinar you don’t want to miss.  Watch it now! Build your bookkeeping business today following the Virtual Bookkeepers Roadmap.   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
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Feb 2, 2022 • 1h 32min

A Marketing Strategy That Works w/ Chris Forsey

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: The E-Myth Revisited by Michael Gerber The E-Myth Roadmap Sponsors: Universal Accounting Center 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

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