Free Professional Resources

We believe that your success comes first. That’s why we have a variety of free resources available to you. Here you can find access to the tools you need to start your journey today.

E-Books

Red to Black in 30 Days – Learn the turnkey process to take your clients from "Red to Black" as the Profit & Growth Expert offering proven CFO & Advisory services.

In the Black – Learn to MAP your business and address the 3 areas of the company that determine your profit in business.

Your Strategic Accountant – Understand the 3 Core Accounting Services you should expect as you run your business. Understand which numbers you need to know to make more informed business decisions.

Your Profit & Growth Expert – The business is an asset. Learn the 5 areas of business that need your attention. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Red to Black in 30 Days – Learn the turnkey process to take your clients from “Red to Black” as the Profit & Growth Expert offering proven CFO and advisory services.

In the Black – Learn to MAP your business and address the 3 areas of the company that determine your profit in business.

Your Strategic Accountant – Understand the 3 Core Accounting Services you should expect as you run your business. Understand which numbers you need to know to make more informed business decisions.

Your Profit & Growth Expert – Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Step #1

Personal Development

These programs are designed to be versatile – with the idea that people at any phase of their career can learn from the instruction.

Time Management Tools – The best way to manage time is to be strategic and deliberate. By managing your time, you can reduce or even eliminate anxiety, increase your productivity, better focus on your priorities and concentrate on the work at hand.

Vision Board Training – Beginning with the end in mind.

Personal & Family Finance – Learn to have a healthy relationship with money with this 24-part video course. Get out from underneath the pressure of debt by learning to budget, limit expenses, plan ahead and what to do with “extra” money as you find success.

Coaching Couples – All too often, couples move into a relationship without discussing important topics that impact their daily lives. As a result, they may find themselves struggling to navigate these issues and wondering why their relationship is challenging. Join us on this journey and learn the essential skills that will help you and your partner thrive.

Finding Employment with Confidence – Everyone runs into a dead-end job at some point in their career, right? Well, this course is designed to free you from that feeling and push you onto the career path you desire. Whether you’re hoping to find a new job, apply for a promotion or get a better job, this course will give you skills to negotiate with recruiters to ensure you get paid what you’re worth.

Step #2

Professional Development

These programs are designed to be versatile – with the idea that people at any phase of their career can learn from the instruction.

Accountrepreneurs Challenge – The healthy merge of your accounting skills and becoming a successful entrepreneur. This is a 90-day challenge to work ON you and your business.

Turnkey Business Plan – This free, 4-part video course makes starting an accounting business as simple as turning a key. Universal Accounting President Roger Knecht will teach you how to create a business plan, how to price and market your services, and how to combat negative self-talk and put these plans into action.

Fund Your Business in 3 Simple Steps – Join the 8,000 plus Coaches, Consultants, Trainers and B2B professionals/organizations currently offering funding with rates as low as 0% for up to 18 months! We are a partner-centric organization with an ecosystem of creative and innovative funding resources. We aim to be a strategic asset that you and your clients can trust for a powerful financing experience.

W-2 & 1099 Opportunities – If you're looking for employment opportunities with a W-2 or looking to work as an independent contractor (1099), then look no further! We're here to help unlock your accounting potential and get the job you deserve.

Step #3

Building the Premier Accounting, Bookkeeping, Tax Business

Here, we’re looking at tools specifically designed to empower accounting businesses.

Lead Generation & Automation Webinar – Learn to leverage your online presence using automated processes to get the accounting and tax clients you deserve.

Building the Premier Bookkeeping, Accounting & Tax Firm Podcast Favorites – This is a collection of some of the audience favorites and select conversations that Roger Knecht has had over the years as he hosts this podcast committed to helping owners of accounting firms offer great services and get paid what they are worth.

GrowCon Favorites – Watch the highlight presentations from past GrowCon conferences hearing from the experts as they help us work ON our businesses. Topics range from marketing & sales, pricing to onboarding and tech stacks and so much more.

Accounting & Bookkeeping Tips Group – Our business clients benefit and we individually become more confident when we are part of a community. It's time you thrive and give back when you can to help your peers so let's build connections that empower everyone to succeed.

Step #4

Resources for Your Success

Universal Accounting Newsletter – Read top tips and trends in the accounting world with our monthly newsletter.

Building the Premier Accounting Firm Podcast – Each week, Universal Accounting President Roger Knecht sits down with accounting experts to take a deep dive into the strategies needed to build a sustainable accounting business.

Websites for Accounting Professionals – Have an online presence that validates your services to get you the clients you deserve. Get a FREE website to start, or have a website and CRM that works for you built by an accountant for accountants. *Learn more about the value of having both a website & CRM.

Virtual Trade Show & Toolbox – Increase productivity, and thus save yourself time and money, with this guide on the best applications available to support and grow your business.

Step #5

Join us for GrowCon 2026

Attend this event uniquely for the owners of bookkeeping, accounting and tax businesses. Hear from the experts, meet and learn from your peers and connect with us at UAC so you can be in business for yourself but not by yourself with Universal Accounting Center.

Step #6

Business Resources

Get the information you need to work ON your business. These are thought-provoking books and reports that will help you identify the next steps in your business and the processes to move them forward. It's time you increased the valuation of your company, let's begin with the end in mind and build an asset you really can be proud of.

Step #7

The Value Builder Score

Join 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

Step #8

Exit your business with no regrets

Think you're ready to exit your business?

Complete the questionnaire and get:

1.) Your Detailed PREScoreTM Report as a measure of your Personal Readiness to Exit your business: this includes a summary of unseen factors that could lead to regret.
2.) The Exit Checklist: A 5-Step Personal Action Plan For A Happy (And Lucrative) Exit From Your Business Free eBook as a gift.

It's free and 100% confidential

Upgrade your professional toolbelt for free with Universal Accounting

Universal Accounting’s mission, at its core, comes down to helping people better understand accounting principles and techniques. This page is designed to teach everyone – from small business owners to accounting novices to veterans of the industry – a useful skill that they can add to their financial utility belt.

Start Your Journey Today

Click the button below and schedule an appointment at your convenience