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Profit & Growth Expert™

This proven system empowers you to offer consultative accounting services as a valuable addition to traditional bookkeeping, accounting, and tax work.

10

LESSONS

169

VIDEOS

Advanced

SKILL LEVEL

40:00h

DURATION

English

LANGUAGE

WHAT YOU'LL LEARN IN

Profit & Growth Expert

Profit & Growth Expert™ is a unique designation within the accounting profession. It demonstrates proficiency in the skills necessary to offer quality accounting services. This program will help you build a premier accounting firm. You will create a business plan and work with your assigned business coach to identify and implement proven marketing strategies that are both effective and inexpensive. You will learn how to sell, price and market your services to your ideal clients.

The Profit & Growth Expert program was created to help accounting professionals confidently market, sell and offer quality accounting services to build the premier accounting firm.

COURSE OVERVIEW

01

YOUR ENROLLMENT INCLUDES

Upon completion of the program, you’ll have the opportunity to speak with your assigned Marketing Coach and during our Marketing Implementation Session This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need.

02

LESSONS

Accounting is the primary source of financial data in a business. In this module you will learn how to use this data through the use of reports and statistical analysis to help your clients and become their trusted strategic advisor.

Learn the steps necessary to quickly transform a financially troubled business into a profitable venture.

Apply a proven sales process to work the leads you have with confidence.

Learn the proven strategies to effectively and inexpensively market your services in order to obtain the leads you need to grow your business. This system will give you the skills required to move them through a sales funnel.

Understand the application of Profit First as taught by Mike Michalowicz (author, speaker and business guru) with instruction by Roger Knecht with an emphasis on business coaching accounting clients.

Understand the 8 Drivers, taught by John Warrillow (author, speaker, and business expert) with instruction by Roger Knecht to apply with business owners.

03

Convenient Remote Learning

This Profit and Growth Expert program is delivered through easy-to-follow instructional videos, workbooks and reference materials. You have the flexibility to complete the courses on your own time, in a way that fits your life and business needs. You’ll have access to the support of knowledgeable coaches and mentors each running their own successful businesses offering quality accounting services along with access to other experienced accounting professionals throughout your course and beyond.

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MEET YOUR INSTRUCTORS

Roger Knecht

UAC President

Roger Knecht, UAC President

As one of your instructors, Roger Knecht will help you understand how you can go beyond traditional accounting services to offer valuable consultative assistance as a certified Profit & Growth Expert. You’ll learn the Universal Business Module in order to address the most common issue facing business owners; cash flow management. You’ll gain the confidence to effectively market and sell your services and learn how to make profit a priority within your business.

Allen Bostrom

CPA

Allen Bostrom, CPA

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.

Profit & Growth Expert™

REVIEWS

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