First, it is essential that within the firm are individuals who have the needed credentials that empower everyone to have the confidence and competence to provide the quality of services the client expects. Some of the obvious certifications to be considered are:
- Certified Public Accountant, CPA – This allows the firm to offer audit services to clients (certified financials) and client representation with the IRS.
- Enrolled Agents – This permits the firm to offer client representation in case of IRS audits
- Professional Tax Preparer, PTP – To show expertise in the preparation of both business and personal tax returns
- Professional Bookkeeper, PB – Proficient in the day-to-day application of accounting processes in small business
- QuickBooks Specialist, QS – Certified in the proper use of QuickBooks as a Professional Bookkeeper
- Value Builder Provider, VB – Trained to coach and advise business owners in the specific processes and procedures to increase the profits and the value of the business.to increase the worth as a Profit & Growth Expert
Each of these certifications insure the skills needed to proved the quality of services that enable the accounting firm to be the best in the market. Excelling in the area allows the practice to over deliver on the services offered allowing the firm to build a sold reputation with local businesses which will cause referrals to soon become a natural part of the marketing in short time.
Second, it is important to realize that simply offering bookkeeping services is not enough. Technology each day is becoming more capable in its ability to assist and some ways replace the process of recording the transactions but it is not soon to replace the analytical power of a Profit and Growth Expert. Become a Accountreprenuer and offer more than just historical bookkeeping and tax services. Offer as a Profit and Growth Expert the consultative services as your clients trusted advisor to help them prepare for and make informed business decisions. The tools to SEIZE the moment & accomplish this are:
- The Universal Practice Builder Program – Understand the process to properly consult and advise your clients as you build your practice as you apply the Art and Science to Get and Retain New Clients.
- BizBench – Use the tools to properly compare each business to it’s industry standards and key performance indicators based on NAICS codes using RMA data
- Profit First Professional – Learn the tools, techniques and strategies to find for the client the profits they deserve to have running their business. In the process we will train you how to market your services to get clients, what to do with your clients to achieve the desired results and get paid what you are worth.
- Value Builder Provider, VB – As a professional business coach you will have access to the tools, systems and reports to help each clients realize the profits they deserve.
- Master Coaching & Support – Enrolling with Universal Accounting Center (UAC) you guarantee your success with proven programs combined with specific business and life coaches which are assigned to work with you for as at least 12, 18 or 24 months.
- Accounting Service – Get Certified, the Competence to do the work
- Sales & Marketing – The Confidence to finding and retaining clients
- Earning the Money You Deserve – Improving Profits
- Building Value in the Business – A practice that you can sell