At this workshop you’ll also meet and work with your coaches, those that help you be in business for yourself but not by yourself:

Clay Neves, Vice President of Student Enrollment. Clay is a many year veteran with Universal Accounting Center and has worked with students throughout the United States and Canada to grow their practices.  He oversaw the 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 businesses.  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.

Robyn Mons is a certified Life Coach, aka “the mind ninja” to her kids, helps business professionals learn how to manage their brains so they can create desired results in their lives and in their businesses.  As an entrepreneur herself, she understands the challenges that come with balancing work and life and the mental blocks that keep you from taking action.  Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life, including your business. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible.  Her greatest joy is to watch her clients blow their own minds and fulfill their potential.

In 1997 Curtis Swenson read a book called “You Can Heal Your Life” by Louise Hay. That was the beginning of his transformation. Louise Hay philosophy was very different from the things he learned growing up. Applying the principles that she taught brought powerful changes to his life. He wanted more so he attended training in San Diego to certify as a Louise Hay Teacher and Coach. The things he learned there have been more useful to him than his undergraduate degree in Psychology. He immediately began building a coaching clientele and leading workshops to show others how to love themselves.

 

Adam Syvock – your tutor Academic & Firm Coach. 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.

 

Rick Howard – Structured Power Coaching for Professional Bookkeeper.  As the 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 directly with students field tested 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.

 

Veronica Wasek is your Virtual Bookkeeper’s Roadmap instructor and a Certified Public Accountant (CPA) as well as a certified Advanced QuickBooks Online ProAdvisor. Veronica is the founder/CEO of VM Wasek, a successful cloud accounting and bookkeeping business. She  is also the founder of 5 Minute Bookkeeping.  She’s been named a Top 10 QuickBooks ProAdvisor (worldwide) and a Top Accounting Influencer. Veronica is a member of Intuit Corporation’s exclusive Trainer/Writer network.

Veronica’s goal is to help bookkeepers and accountants minimize time and effort spent on bookkeeping and maximize profits. If your goal is to start or grow a bookkeeping firm or add bookkeeping to your accounting practice, then we’re a perfect fit. As much as she loves accounting and bookkeeping, she loves teaching even more. Veronica is excited to share her knowledge and experience with you, so you can build a thriving practice without the guesswork.

Erin Moger, Profit First Professional Implementation Coach. Erin 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!

And More!