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Allen was the President and CEO of Universal Accounting from 1979 to 2014, when he was given the opportunity to expand his interest in helping accountants become better business consultants, and a stronger support for their employers and small business clients. Since that time, he has trained tens of thousands of accountants, bookkeepers, and tax preparers in practice and client management techniques and strategies.
Bill came to the world of ledgers and tax returns by an unlikely route. He majored in music, and spent time as a songwriter in Los Angeles. To help make ends meet for his young family, Bill started a small part time business in 1988. He quickly discovered that he actually enjoyed running a business, which required him to learn how to keep the books. This led to Bill earning an MBA in finance and accounting. Bill was hired by Universal Accounting Center to teach their unique bookkeeping and tax preparation courses. He is the lead writer and editor for Universal Accounting’s Professional Tax Preparer course. Having worked several seasons as an experienced tax professional for H&R Block, Bill also started his own thriving bookkeeping, accounting and tax preparation business.
Adam works with students regarding questions about 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.
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.