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

Become a Profit & Growth Expert

What You'll Learn

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.

Course Description

Course Overview

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.

Convenient At Home Learning

This program is delivered through easy-to-follow instructional videos and workbooks (over 600 pages of instruction and reference materials). You’ll have the flexibility to complete the courses on your own time, in a way that fits your life. Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable accounting coaches and mentors who have their own successful accounting firms along with other experienced accounting professionals.

Modules

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.
This extensive training explains the best practices to turn a potential lead into a recurring client. Learn the process to build rapport, present yourself as an expert, and explain your services clearly.
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.
This module is the perfect training to instruct an accountant how to give financial advice related to business loans and lines of credit.
We know you wear many hats while running a small business. This program helps you tap into the 4 keys needed to become the leader that you should be.
We only have 24 hours in a day to accomplish the many things that demand our time. The tips and tricks in this module will help you feel less anxious and more organized.
Follow this proven process to create a culture of accountability.

Meet Your Instructors

Roger Knecht, President of UAC

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 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.

Rick Howard, Structured Power Coaching

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.

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