Accountrepreneur’s Forum Live Workshop

LIVE training for accounting professionals with an emphasis to build a full-service accounting firm

2

Day Event

All

Skill Level

8am - 5pm

Duration

English

Language

Accountreprenuer's Forum LIVE Workshop

What You'll Learn

Universal Accounting’s Live Workshop teaches you the principles of MAP and how to apply them to your business. This forum’s agenda will target the following areas as they relate to your business.

Course Description

Course Overview

Your Enrollment Includes

This 2-day business workshop can help accounting professionals like you understand and integrate traditional accounting services with value-added consultative offerings within your company or with your clients. Upon enrollment, you will pick the date of the event you’ll be attending. Prior to your arrival, you will work with a personal coach and mentor to prepare you for the training. Personal travel arrangements & accommodations are not included.

This is your opportunity to build the premier accounting firm in your area!

Accountrepreneur’s Forum Details

Modules

This will include:

Engage & Manifest with an emphasis in Marketing – Vision & Growth Plan with identified metrics to track and record.

The focus will be on the following Value Builder Drivers

  • Automatic Customer – Recurring Revenue
  • Your Growth Quadrant – Growth Potential & Geometric Marketing
  • Training in “Cut to the Chase”
This will include:

Focus on the following Value Builder Drivers

  • Financial Performance
  • Switzerland Structure
  • Valuation Teeter Totter
  • Envelope Test
  • List Builder
This will include:

Focus on the following Value Builder Drivers

  • Scalability Finder
  • Customer Score
  • Monopoly Control
  • Hub & Spoke

Meet Your Instructors

Roger Knecht, President of Universal Accounting Center

Roger Knecht, President of Universal Accounting Center - Roger helps accounting professionals have the premier accounting firm in their area by equipping you with the skills to offer quality value-added services with confidence and competence. Roger is a strategic business development leader helping business owners establish short & long-range goals, strategies, plans, and policies to increase sales, improve profits, and build the value of their business. He enjoys working with business owners to increase the financial value of the company using proven strategies, processes, and procedures.

Clay Neves, Vice President of Student Enrollment

Clay is veteran with Universal Accounting Center and has worked with students throughout the United States and Canada to grow their practices. He oversaw the growth of Universal’s seminar channel nearly ten-fold and oversaw the enrollment call center before taking on the implementation of BizBench as a new product, as well as webinars, virtual conferences, and other R&D projects. He has been involved at the executive level in using key performance indicators to identify trends, problems, opportunities, and business solutions. He is a past Chamber of Commerce executive and knows how to help small businesses. With over 30 years of sales and marketing management experience, he can help you implement business assessment and evaluation, as well as coach you on how to attract new clients, increase retention, and expand your consulting income.

Robyn Mons

Robyn helps business professionals learn how to manage their brains so they can create desired results in their lives and in their businesses. As an entrepreneur herself, she understands the challenges that come with balancing work and life and the mental blocks that keep you from taking action. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage it is the most important thing you can do to create the lasting results you want in your life, including your business. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients blow their own minds and fulfill their potential.

Curtis Swenson

In 1997 Curtis read a book called “You Can Heal Your Life” by Louise Hay. That was the beginning of his transformation. Louise Hay philosophy was very different from the things he learned growing up. Applying the principles that she taught brought powerful changes to his life. He wanted to learn more about Hay’s philosophies, so he attended training in San Diego to certify as a Louise Hay Teacher and Coach. The things he learned there have been more useful to him than his undergraduate degree in Psychology. He immediately began building a coaching clientele and leading workshops to show others how to love themselves

Adam Syvock, Academic Coach

Adam works with students regarding questions about the curriculum and real-world accounting situations. Adam is a graduate of Universal Accounting’s PB program himself, and also holds a bachelor's degree in accounting from the University of Wisconsin-Milwaukee. In addition, Adam also uses his skills as a profit and growth expert to run his own accounting practice. He is also QuickBooks Certified and is working towards his Enrolled Agent (EA) designation.

Rick Howard

As a business coach, Rick has been instrumental in the development of our structured coaching program for students. He helped develop the Universal Practice Builder course and worked directly with students when field testing the principles and practices for attracting and converting clients into new engagements. Rick has worked with accounting professionals throughout the United States and Canada on how to start and grow their own successful accounting practices.

Veronica Wasek

Veronica is the founder and CEO of VM Wasek, a successful cloud accounting, and bookkeeping business. She is also the founder of 5 Minute Bookkeeping. She’s been named a Top 10 QuickBooks ProAdvisor (worldwide) and a Top Accounting Influencer. Veronica is a member of Intuit Corporation’s exclusive Trainer/Writer network. Veronica’s goal is to help bookkeepers and accountants minimize the time and effort spent on bookkeeping and maximize profits. As much as she loves accounting and bookkeeping, she loves teaching even more. Veronica is excited to share her knowledge and experience with you, so you can build a thriving practice without the guesswork.

Erin Moger

Erin has degrees in marketing and accounting. Her passion is helping small businesses succeed. Erin has been with Profit First Professionals for the entirety of her career. As a specialist in the Profit First proprietary cash flow tools, branding, and marketing materials, Erin is the “go-to” expert on our team. She supports the implementation of Profit First with accountants, bookkeepers, and coaches. When it comes to giving our members the advantage over the competition, you couldn’t be in better hands.

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