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.



Red to Black in 30 Days – Learn the turnkey process to can 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.

Profit First – Transform your business from a cash-eating monster to a money making machine using this proven system.


Step #1

Career Path & 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.

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.

Job Placement – 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.

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.


Step #2

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.

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.

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.


Step #3

Business Resources

Get the information you need for you business.


Step #4

Beginning with the end in mind

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


Step #5

The Value Builder Score

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

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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