Do you want to protect, assure and maximize your ROI on your training program? So do we. That’s why Universal’s Expert Coaching Staff is the keystone of your training program.
What is a coach?
Let’s face it, when you are learning something new, it’s hard to put it into context or know exactly how it applies in your particular situation. A great coach not only helps you understand the details, but the big picture of what you are learning in the context of what you want to achieve.
A coach has been there, and knows the techniques that make all the difference. Good form is effective form. He knows these must become habit, and knows how to practice so that you don’t have to think about what to do when the time comes – you instinctively do what works.
There are always unique opposition and obstacles to your game plan. A coach can teach you the strategies that win the day, to get you over and around your obstacles, neutralize your opposition, and win you allies and supporters.
A coach motivates you by providing you a perspective beyond your own that challenges you to greatness. A great coach will give three important benefits that are difficult to provide for yourself:
- Clarity – they focus and clarify your vision of what you really want.
- Feedback – they provide input to strengthen your weaknesses and perfect your strengths.
- Accountability – they provide the motivational kick-in-the-butt to keep you true to your commitments to yourself.
But, most importantly, another definition of a coach is a vehicle, a means of transportation from point A to point B.
Coaches can provide you the road map, directions, road-side assistance, and GPS to get you from where you are to where you want to be.
Coaching is vehicle that gets you from where you are to where you want and need to be by changing your habits of thinking, feeling and behaving.
Why is coaching so critical to success?
We are creatures of habit. We are captives of our own inertia. We want to change. We may even feel like we NEED to change. We set New Year’s resolutions to change and by January 10th we are captive again to our habits.
Change may begin with a change of thought. But to change your life, you must change your behavior. Life is about DOING. To change your life from where you are to where you want to be, you must DO THINGS DIFFERENTLY.
We may start to change, but it’s not long until our habits of thinking lure us contentedly back down to our comfort zone as we let ourselves off the hook.
This is why such a small percentage of our INTENTIONS translate to NEW HABITS and POWERFUL BEHAVIORS.
The Inertia of Habit that holds us captive can best be changed by an OUTSIDE FORCE. Coaching is that outside force that holds you accountable and empowers you to change your habits – of thinking, of feeling, of doing!
It’s a good experience to go through a course. It’s a much more powerful experience to have the course go through you!
Why is Universal Power Coaching so effective?
Simple. Our depth of our coaching staff. With Universal Accounting Center, YOU’VE GOT PEOPLE!
Meet our experts:
President, Universal Accounting Center
Roger Knecht can help you develop a team of committed individuals for success and profits using a proven system. Using an interactive process he enables attendees to specifically learn how. Each attendee will leave with actionable goals that will improve communication in the company, customer satisfaction and bottom line profits.
As President of Universal Accounting Center® (UAC) Mr. Knecht is a favorite presenter at Universal’s seminars, combining wit and wisdom in sharing the principles of business success. Mr. Knecht has extensive experience in marketing and management with corporations of all sizes and has successfully implemented the principles of growth he speaks about.
Allen Bostrom, former President of UAC, says, “Roger’s professional abilities and enthusiasm for Universal Accounting have been critical to the growth of the company during the past dozen years. Had it not been for Roger’s contributions, we would not be where we are as a company today.”
Scott McKinley has spent a decade working with students and graduates of Universal Accounting Center as the senior marketing coach. He has personally assisted hundreds of individuals in the development and growth of their own bookkeeping and tax practices. Scott is highly sought after as a presenter for Universal and has helped students in their own market as a facilitator at their own successful business improvement seminars. With his passion for helping others and his unique and humorous presenting style, he speaks and shares his expertise as a marketing coach, weekly in classes taught all across North America.
“Scott is a knowledgeable professional who possesses a great deal of marketing expertise that is specific to helping accounting professionals to exceed. He helped me prepare for presentations, respond to job ads and offered a number of other proven methods to seek out potential new clients. He also helped me to turn my meetings into more productive discussions. His energy and motivation were inspirational to me!” – Jennifer Foody
“As a friend and colleague I’ve seen Scott evolve into the man that he is today applying the very tools and principles he teaches. He has excelled professionally, as a husband and father while also helping others to become their best in business and personally. I always recommend people work with Scott without hesitation. He is an excellent business and life coach.” – Roger Knecht, President Universal Accounting Center
Rick has been instrumental in the development of our structured coaching program for students, working with Universal Accounting to develop the Universal Practice Builder Program, and directly with students to field test the principles and practices for attracting and converting clients by becoming a profit and growth expert. Rick has presented to accounting professionals throughout the United States and Canada on how to start and grow their own successful accounting practices.
“All I have to say, Rick Howard is awesome, if it weren’t for Rick I still would be in Module One. He empowers, and motivate which is what I need it to complete the Bookkeeping course at Universal Accounting Online school.” – Ana Rodriguez
“When I first started with Rick I was not very confident in talking about my business and not really sure how to market myself. We discussed strategies and ways to market my business and really how to get the word out. Since then, I have acquired 6 new clients, and I am striving to acquire 4 more by year end. Rick was instrumental in helping me gain the confidence and to really pinpoint what my business is and how I want to sell it to potential clients.” – Adam Syvock
“My coach Rick was very knowledgeable and easy to talk to. His suggestions were realistic and easy to execute. Sure, some tasks were a bit challenging but that did force me to grow. I appreciate the training and feel that I will continue to benefit from the marketing suggestions that we discussed as my business grows.” – Heidi Harris
“Prior to starting the Coaching session, I was still left with many unanswered questions and self doubt. The marketing program has been a great asset to me as I move forward into a new business venture. This program has allowed me to acquire two business clients within a 10 week session. My hats off to a great marketing coach, Rick Howard. I thank you for your expertise in the field. I will ever be so grateful for the inspiration and for the assignments that would push me in the right direction. I feel confident that I will have a successful business for years to come.” – Trina Trevino, Profit & Growth Expert
Courtney is a home-grown rock star for Universal Accounting Center. Having started with Universal in 2004 as an intern out of high school, Courtney has excelled in every responsibility she has been given. She has served as our Orientation Coach for over 7 years with enthusiasm and a passion to delight and serve our students. She helps new students set goals and schedules for course completion and certification in that crucial first 30-45 days of enrollment, and with their testing and certifications as they finish their courses. Courtney has an extensive knowledge of the academic systems behind our student portal, www.uacourses.com. She has recently been promoted to the position of ‘mother,’ the ultimate customer service position!
Mark Robilliard, FCA
Academic Coach, Color Accounting (CA) program.
Mark Robilliard is a Co-founder and CEO Americas of Color Accounting International, an education and publishing firm headquartered in Washington DC. He’s an Aussie who lives in the US and travels widely, leading seminars in financial statement and business acumen skills, for lawyers, bankers and business people. Some of his teaching for senior execs is done in secret.
He is a Fellow of Chartered Accountants Australia New Zealand and was the National Training Manager for KPMG Australia. He has also managed the Human Resources Department for the largest insurer in Australia. He is on the adjunct faculty of American University and has taught at other secondary, tertiary and post-grad institutions in the US and Australia. He has co-authored a number of books, including Accounting Comes Alive: The Color Accounting Parable, and Color Accounting: The New Graphical System That Makes Learning Accounting Easy And Quick. He believes that Accounting Literacy is the under-appreciated foundation upon which all Financial Literacy and Business Acumen should be built.
Adam works with Universal Accounting’s PB 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 bachelors 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 to be able to help small businesses with accounting and tax.
Ken Bostrom has been an instructor, coach, and officer of Universal sector for nearly three decades. He has seen Universal Accounting Center grow from a small local brick-and-mortar accounting training school to an international provider of cutting edge, on-line certification training for accounting professionals to start and grow their own bookkeeping, accounting, and tax practice. Ken is the author behind our Professional Bookkeeper’s Guide to QuickBooks, as well as it’s annual updates. You could say Ken wrote the book on how to use QuickBooks to get more done in less time, and to become a Profit and Growth Expert. He is a certified QuickBooks Specialist and a QuickBooks Pro Advisor.
Trevor started in accounting in his teens with QuickBooks and has loved it ever since. He was the bookkeeper and assistant to the CEO for a large medical clinic. He has been working with his own clients at UAS since 2010 and has recently taken the position of Controller with a local firm as well. He is a certified QuickBooks Specialist with over 12 years of practical experience to draw from in a wide array of industries. He has a Bachelor’s of Science degree in Economics.
Steve is a graduate of the University of Utah and was a medical laboratory entrepreneur for 13 years and an accountant, tax preparation and business growth expert for over 30 years, working with over 1100 small business owners and professionals in 11 states. He has been working with Universal Accounting for the past 7, and has grown his own successful bookkeeping, accounting and tax preparation business. Steve finds his real purpose in his family, has been married for over 45 years, and has 5 children, and 11 grandchildren. He enjoys working with his son, Trevor.
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, even landing a spot on a production team for a Stevie Wonder spin-off called Writer’s Quarters West. To help make ends meet for his young family, Bill started a small business in 1988, part time, while still keeping a foot in the music industry. But it quickly consumed all his time and energy, and he discovered that he actually enjoyed running a business, which required learning how to keep the books, which led to an MBA in finance and accounting. Eventually, Bill was hired by Universal Accounting Center in Salt Lake City to teach their unique bookkeeping and tax preparation courses to students from all over the country. He has been a lead writer and editor for Universal Accounting’s Professional Tax Preparer course. He also worked several seasons as a tax professional for H&R Block. Having worked several seasons as a tax professional for H&R Block, Bill currently runs his own thriving bookkeeping, accounting and tax preparation business.
John Scott Stephenson has over 20 years of consulting experience in training design, implementation, facilitation, change management, customer loyalty, leadership development, and sales and marketing. He has designed and implemented management systems to support major change initiatives for numerous organizations throughout the United States, Europe and Asia. His goal is to help organizations be more profitable and people more effective.
Scott’s clients are in the public, private and non-profit sectors, which have given him broad experience in understanding critical organizational issues. His clients include the Center for Disease Control, Phillip Morris, DeVry University, and KPMG Peat Marwick. He has an MBA and Bachelor’s Degree in Economics.
Clay Neves is an 12 year veteran with Universal Accounting Center and has worked with students throughout the United States and Canada to grow their practices. He oversaw 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 business. 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.
Profit First Professional Implementation Coach
Ron and Mike Michalowicz debated how to help businesses that were seeking financial fortitude. Mike had the fix: Profit First. Ron had the plan: Profit First Professionals. After their twelve minute discussion the decision was clear, the Profit First Professionals organization was to be created. Having built multiple companies in the staffing industry, Ron leads our membership of world class accountants, bookkeepers and business coaches who guide entrepreneurs to the highest degrees of profitability.
Ron has over 15 years experience in managing organizational growth, is a thought leader in business cash flow management and is a popular speaker on the topic of, you guessed it, profit.
Profit First Professional Implementation Coach
Michael Scalice is a seasoned Profit First Coach. He is responsible for training our accountant, bookkeepers and coach members on the intricacies of the Profit First. In addition to guiding members through Profit First implementations, Michael teaches our members how to integrate Profit First into their current service offering. He has worked, first hand, in moving businesses across the globe from overwhelmed and struggling to profitable and thriving.
He is continuing his education at Seton Hall University, hoping to use his passion for investing and money management to help increase the success rate of small
businesses around the world.
Profit First Professional Implementation Coach
Brandon Hood is a Profit First coach, hailing from Dallas Texas. A graduate of Stephen F. Austin State University, he concluded his college career by studying abroad in London. Working at Profit First Professionals, he applies his enthusiasm and passion for people by helping them understand how money can change the way you live and experience life. His passion for teaching is evident as he uses the Profit First method to give our members (and their clients) a different perspective into the health of businesses every day.
He hopes to one day become a teacher and to own a production company.
Profit First Professional Implementation Coach
Erin Moger supports the implementation of Profit First with over twenty-five member accountants, bookkeepers, or coaches…every week. A specialist in the Profit First proprietary cash flow tools, branding and marketing materials, and its constantly expanding set of resources, Erin is the “go to” expert on the Profit First team when it comes to giving our members the advantage over the competition.
Erin has been with Profit First Professionals for the entirety of her professional career (and we hope to keep it that way). Erin has degrees in marketing and accounting. Her passion is to help small businesses succeed because good money management can and will change your life!
Accounting Marketing Implementation Coach
Andrew Argue, a CPA from Miami, has worked closely with Universal Accounting to develop a sales and marketing training program specially geared towards helping accountants grow their firms in today’s modern economy. The program, called Next Level Firms, aims to provide the step-by-step process to implementing marketing tactics in today’s digital world, leaving behind the old school tactics of cold calling, networking and direct mail. Andrew has successfully trained over 200+ accounting firm owners in over 5 countries in the art of selling and lead generation.
“Andrew is exactly right when he teaches that content and tech are such time killers. I got a new client last
month after starting to implement his modern marketing tactics. Exactly 1 month later they referred their best friend, and they signed up on the spot after a half hour SS. It’s a great twofer. All because of: Focus on getting Strategy Sessions, Nail the Strategy Session, Deliver impeccable service, Repeat, and Get referrals. Thanks – Danny and Meaghan Howes
“When I started working with Andrew, there were a couple of things that had changed. The first was mindset which is key and something that Andrew focused on helping me develop. The second thing that changed was really having a structure around my business, and that’s what really changed. I had a blueprint, or a playbook, of how I could actually find customers, connect with them, and translate that into playing clients.” – Danetha Doe
“Andrew helped me realize I was way under pricing myself. Service provided, complexity, number of transactions, how difficult is the client (personality), all goes into the pricing, but most importantly is what I think the client will pay. Thanks to Andrew for helping me see my value and allowing me to start attracting the clients I want to be working with, and are willing to pay my fee!” – James Rainwater
“Today I met with an old client who agreed to use my CFO services at a very high monthly fee. He had always
been a low paying client before today. All because I was able to show him the value of what the service would
do for his business, he didn’t even question the price! This is a person that ALWAYS haggles on price…I’m
excited because I would not have done this without this program! Thanks Andrew Argue for tirelessly working
to teach us accountants our value and how to focus on bringing in revenue as the goal of our business.” – Jay Moor
Click on the image above to take the quick, 1-minute video tour of Universal Accounting. Check out the curriculum and performance improvement tools developed to help you become a qualified accounting professional and to help both you and your clients reduce taxes, increase profit s and build savings.
Know this, if it’s about accounting it’s Universal.