Universal Accounting Logo
  • Home Page

Universal Practice BuilderTM (UPB)

This program is a collection of timely and effective strategies to get bookkeeping, accounting, CFO and tax clients. From traditional to current online methods you’ll have a wide selection of proven processes you can use to get paying customers.

  • Learn proven marketing techniques that will increase your clientele.
  • Specialized training to help you generate 15 to 25 qualified leads a month.
  • 12 months of Support Coaching. You’ll have access to the support of knowledgeable and experienced accounting professionals throughout your course and beyond. (You’ll be assigned to a team of coaches to tutor and instruct you as needed and apply all of this in the real world for as many as 1 to 2 years – Your UAC Coaches)
  • Your own customized marketing plan. The Universal Practice Builder program enables accounting professionals to become marketing specialists who know just how to promote their services in order to see measurable results. If you’re interested in achieving tremendous growth and profitability, we have a marketing program designed to help you increase your annual earnings by at least $30,000.

Detailed Course Description of The Universal Practice Builder™ Program

The Universal Practice Builder™ program teaches you the art and science of getting and retaining clients. The science makes it certain; the art makes it easy.

This program will give you the marketing tools and knowledge that will bring you clients you deserve! If you give us your time, we’ll teach you the proven strategies to get lots of new clients in return. You won’t regret this investment. Universal Accounting® provides not only the relevant industry skills to become a qualified bookkeeping and accounting professional, but also tested marketing models, promotional plans, and easy-to-follow guides to help you start and build your practice.

Plus, receive up to 2 years of marketing & sales coaching and assistance.

At the end of this self-study “sales” course, you will be able to:

  • Identify the “type” of business owner you are presenting to.
  • Knowing the “type” of business owner and their thought process to purchasing, properly adapt your presentation and offer to meet their needs.
  • Create a “sales funnel” you can use to nurture your leads following the “Cut to the Chase” process.
  • Confidently overcome their objections.
  • Create a “story” that you can weave into your sales process.
  • Move from order taker to Master Closer
  • Close more business by using the A-B-C closing technique.
  • Yes, close more engagements
  • And of course, have fun finding more clients!

The Universal Practice Builder program will provide you with a blueprint to success.

After three decades spent training accounting professionals, we know the best approach to launching and growing a profitable practice. Taking that first step to secure your dream need not be frightening. Allow Universal to walk you through the process, taking you down the proven pathway to success and profitability. In the Universal Practice Builder program, we focus on such things as:

  • Identifying where you are today with your practice and the steps needed to build the practice you want.
  • How to best market your services to maximize your time and efforts to find the clients you need
  • What services should you offer to ensure you are the Profit and Growth Expert for your clients, resulting in improved client retention
  • The things your firm needs to do to become the premier accounting service in your area.
  • and so much more.

Lessons

Universal Practice Builder 2.0

Building a Successful Bookkeeping Service: The turnkey process to start & build a successful accounting business. This includes proven marketing strategies, pricing, client interviewing for budgeting & forecasting and much more.

This module is designed to assist you in successfully creating your own professional in-home or office-based bookkeeping and accounting service. It gives you the turnkey process to start and build a successful accounting business so you can be in business for yourself but not by yourself.

Building Your Successful Professional Tax Preparation Practice: The turnkey process to start & build a successful tax preparer business. This includes proven marketing strategies, pricing, client interviewing for tax planning and preparation and much more.

This was developed to give you a head start in creating and running your own tax preparation service.  You will learn from the experts.  Since 1979, Universal Accounting Center has been helping individuals just like you get their businesses started and running profitably in weeks, not months.  The skills and strategies presented in Module IV of the PTP are the result of years of experience in running a tax preparation business and incorporate the input of countless tax professionals.

The Universal Practice BuilderThe ART makes it FUN.  The SCIENCE makes it CERTAIN.  The Comprehensive Universal Practice Builder Course can make you as powerful in MARKETING your accounting, bookkeeping and tax services as you are in PROVIDING them.  You will learn how to say the RIGHT thing, in the RIGHT way, at the RIGHT time to the RIGHT person, and how to determine what is RIGHT.  gives you the proven marketing strategies, tactics and tools to make your marketing fun, effective, and so much easier.  Focusing on low-cost and no-cost proven marketing strategies, you can multiply and accelerate your marketing success as you learn how to have natural conversations that will attract, convert and retain better-paying clients.

  • Session 1 – Introduction
  • Session 2 – Who Are You Really?
  • Session 3 – Building Your Practice
  • Session 4 – Planning Your Exit Strategy
  • Session 5 – The Science Makes it Certain
  • Session 6 – Starting at the Right Place
  • Session 7 – The Right People
  • Session 8 – Super-Size with Seminars
  • Session 9 – Effective Seminar Follow-up
  • Session 10 – Targeted Marketing
  • Session 11 – Presentation Basics
  • Session 12 – Making What You Are Worth
  • Session 13 – Marketing Made Easy
  • Session 14 – Being the Profit Expert
  • Session 15 – Big Opportunities

Included are these additional courses and communities to help you market and sell your accounting services.

Traffic Made Easy

Getting Clients from LinkedIn

Regular Clients from LinkedIn

Selling with Confidence

Strategic Selling

The Art & Science of Getting Clients

Personal Sales Dynamics – Mastering the fine art of relationship selling

The Bookkeeper, Accountant and Tax Preparers Virtual Tradeshow & Toolbox

All Student Common Room

UPB Logo
IRS Provider Logo Continuing Education blue PNG file (002)

Convenient At-Home Learning

The Universal Practice BuilderTM program is delivered through easy-to-follow instructional videos, workbooks, and reference materials. The purpose of this program is to give you confidence to competently market, sell, price, and offer your services to get the clients you deserve. The methods taught have been proven to be practical, effective, and inexpensive to implement. You have the flexibility to complete the program 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 throughout your course and beyond.

• Video & Workbook Lessons
• Clock Hours: 50
• Designed to be done in 8 to 10 weeks
• Four Manuals with exclusive bonus content
• Online access, anywhere, anytime
• The opportunity to certify your skills
• Related Coaching & Support

Meet Your Instructors

Scott Stephenson

Scott Stephenson

David Sherwood (1)

David Sherwood

Rick Howard

Rick Howard

Scott McKinley

Scott McKinley

More Courses