Get paid what you are worth as a
Profit & Growth Expert™, PGE!
This proven system empowers you to confidently offer consultative accounting services as a value add to traditional bookkeeping (write-up) accounting and tax work. Learn the step by step process to help your clients go from being in the “Red to Black in 30 days”. As their trusted strategic advisor you are then able to implement the nine principles to make their business profitable so that they can deliberately, intentionally be “in the BLACK”. As a Profit & Growth Expert™ (PGE) you will be trained in the following process to competently advise your clients as they work on their business with your help:
- The Universal Business Model
- The Wisdom Pyramid
- The Universal Project Management Model
- The Universal Turnaround Model
Using these principles to work with your clients empowers you to serve as their Profit & Growth Expert. When you offer these additional services, you can expect to work 4 to 6 more hours a month while also billing an additional $1000 to $3000+ a month as their Profit & Growth Expert, PGE.
This program is designed to start with the big picture and then work towards helping market and sell your new services with confidence. Basically, you are first trained to know what the short, mid and long term needs of the business are to build a thriving business that has value. This is based on the philosophy, “beginning with the end in mind”. This is the “big picture” you need as the Profit & Growth Expert to help your clients clearly define their business.
Next, you are taught the process to help your clients transition and build the business they deserve. This is the engagement that you are paid to implement with the client. Once you know the principles of a profitable business and the process to get the client there, it’s time to learn how to best sell and get the engagements you want with new clients.
Regardless of how good you are as an accountant or consultant – without paying clients, it doesn’t matter. Let this sink in: “Nothing Happens Until YOU Make a Sale”! Now that you know what you are working towards with each client, how do you use the proven processes we teach to sell your services effectively? Only then is it time to market your services and find the ideal clients you deserve.
In summary, the Profit & Growth Expert certification signifies that you’re proficient in the following:
- “In the BLACK – nine principles to make your business profitable” course (5 hours) – Learn how accounting is the primary source of data and how to use this data to work your way up the Wisdom Pyramid using reports and statistical analysis of your business data. Every business decision that a business owner makes should be based upon experience (wisdom gained from past analysis of information) or upon current information. Without specific metrics to gauge your success, you will have no data to determine if what things you try are working. To move up the wisdom pyramid, you have to experiment with new approaches. The difference between a company that is performing well and a truly successful one stems in large degree on how willing its management is to try new approaches and chart their success. (based on the book “in the BLACK”)
- “Red to BLACK” Course – (3.25 hours) A Small Business Accountant’s Guide to Quick Turnarounds, details the steps necessary in quickly transforming a financially troubled business into a profitable venture. (based on the book “Red to BLACK in 30 Days”)
- Strategic Selling (3.5 hours) – Most accountants, bookkeepers and tax preparers lack a proven sales process to work the leads they have, leaving their business to chance. Instead, they come up with their own “scattered” sales funnel, without knowing entirely what they’re doing: Contacting this lead… Hoping they’ll understand the services offered… (everyone knows “they need an accountant” is what your thinking)… A couple of random attempts to “sell” them…The result? Random sales when you need a proven process! BUT – As soon as you understand how to TURN ON your sales funnel, and send your audience through your “front door”, You Have The Ability To Make As Much Money As You Want. This comprehensive 53 Session system is the KEY to selling the right clients, day in and day out, like clockwork.
- Selling with Confidence (3.75 hours) – This is an extensive training explaining the best practices to turn a potential lead into a recurring client. (38 videos for 2 hours and 20 minutes) Learn the process to build rapport, present your services, be seen as the expert, explain your services (features and benefits) and so much more. They will want to pay you for your services and expertise. After all the marketing you are doing to find potential clients this is the perfect sales process to get that new engagement. Using these proven methods both your confidence and closing rates will dramatically improve, allowing you to get more clients fast to build your business.
- The Universal Practice Builder program (30 hours) – Here are the proven strategies to effectively and inexpensively market your services to bring in the leads you need to grow your business. This is the system you need to move them through a sales funnel that brings them to want your services. You are taught the easy way to present and sell your services with confidence. We role-play with you various sales situations, how to overcome “objections” and ultimately close the sale. With this program, you’ll move from “order taker to master closer”. As comfortable as you are now in doing accounting, you will soon be that comfortable with the marketing and sales process.
- Effective Marketing Strategies
- Introduction to becoming a Value Builder provider: The Value Builder System is designed to create a additional value added service to your traditional accounting services as a business consultant.
- Future enrollment in SmartStart (RocketLaunch, and CoachMaster) directly with The Value Builder System™ to become certified is encouraged.
- Becoming a Financing Consultant class (12 minutes) – This is perfect for an accountant that will be in a position to give financial advice related to business loans and lines of credit. Clear-cut instructions and terrific resource materials in this system will make creating a loan application package easy. It even includes a sample loan package that you can use as a model.
- Four Keys to Success class (23 minutes) – As you wear many hats as you run your business forget the excuses. The buck stops with you. This program helps you tap into those 4 keys needed to become the leader you were meant to be, that you need to be. Whether you are working with employees or customers, these 4 keys ensure that you are focused and productive on the path toward your goal. With this training, you’ll inspire those around you without losing your energy – success does not need to drain you in the process. And, we’ll throw in a 5th key for good measure.
- Time Management Tools class (30 minutes) – We each only have 24 hours in a day to accomplish the many things that demand our time. Here are some tips and tricks that will help you feel less anxious and more organized.
- The S.T.A.R. program (60 minutes) – Follow this proven process to create a culture of accountability. You’ve heard it before: the most important asset within any business is the employee. They are putting in the time and the effort to build the business. The S.T.A.R. program is designed to help them each excel and actually deliver on what is asked of them so that they can be successful. You will learn: how to set standards for performance, to trust your people to make good decisions within their roles, to acknowledge their accomplishments and contributions as well as reward them for their excellent performance.
When you pass the final exam with a 90% or better, you’ll be certified as a Profit & Growth Expert allowing you to place after your name the “PGE” designation to show that you advise your clients to turn their business from “Red to BLACK” to being “in the BLACK” following our proven processes. You will know what to do, how to sell, price and market your services to your ideal clients! This is the accounting model of the present and for the future. Soon you’ll have the premier accounting firm in your area working with the clients you love.
Become a Profit & Growth Expert Program (PGE) certification program
– Self-paced online consultative services training for accounting professionals with an emphasis on value added services related to cash flow
The training includes:
- “In the BLACK – nine principles to make your business profitable”: Learn how accounting is the primary source of data and how to use this data to work your way up the Wisdom Pyramid using reports and statistical analysis to help your clients as their trusted strategic advisor.
- “Red to BLACK” – A Small Business Accountant’s Guide to Quick Turnarounds”: Learn the steps necessary in quickly transforming a financially troubled business into a profitable venture.
- Strategic Selling: Apply a proven sales process to work the leads you have with confidence.
- Selling with Confidence: This is an extensive training explaining the best practices to turn a potential lead into a recurring client. Learn the process to build rapport, present your services as the expert, and explain your services (features and benefits) clearly and so much more.
- The Universal Practice Builder program: Learn the proven strategies to effectively and inexpensively market your services to bring in the leads you need to grow your business. This is the system you need to move them through a sales funnel that brings them to want your services. You are taught the easy way to present and sell your services effectively.
- Becoming a Financing Consultant: This is perfect for an accountant that will be able to give financial advice related to business loans and lines of credit.
- Four Keys to Success class: You wear many hats as you run your business forget the excuses. The buck stops with you. This program helps you tap into those 4 keys needed to become the leader you that you need to be.
- Time Management Tools: We each only have 24 hours in a day to accomplish the many things that demand our time. Apply the tips and tricks that will help you feel less anxious and more organized.
- The S.T.A.R. program: Follow this proven process to create a culture of accountability.
Includes the opportunity to become certified as a Profit & Growth Expert and use the (PGE) designation upon qualification.
Receive Marketing and Practice Management training which includes marketing tools, strategies and tactics, seminar outlines, presentations, etc. Apply the nine principles to build a thriving accounting, bookkeeping and/or tax business that is growing and working more efficiently. Offer consultative value-based services to your clients to quickly transform financially troubled businesses into a profitable venture within six weeks.
- You’ll have an assigned Academic Coach to support & help offer value added services
The intent of this program is to help you have the premier accounting business such that you are in business for yourself but not by yourself. In addition to creating your business plan, you’ll work with your assigned business coach to identify and implement effectively proven marketing efforts that we’ve determined to be both effective and inexpensive. Here’s what you can expect:
- In addition to your Academic Coach, they will also work with you as your assigned Marketing Coach to support & help build your business
- Building a Successful Accounting Business: The turnkey process to start & build a successful accounting business. This includes proven marketing strategies, pricing, client interviewing for budgeting & forecasting and much more.
- As part of your enrollment and upon completion of the program you’ll have the opportunity to speak with your assigned business coach and have a 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.
Rick Howard Structured Power Coaching for Professional Bookkeeper, Professional Tax Preparer, Universal Practice Builder, Profit & Growth Expert & Value Builder.
Rick has served as our Orientation Coach with a passion to delight and serve our students. He helps new students set goals and arrange their schedules to complete their training. His role to help the student is crucial during the first 30-45 days of enrollment. It’s at that time that he helps them with their testing and certifications as they finish their programs. Rick has extensive knowledge of the academic systems behind our student portal, www.uacourses.com.
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. He works directly with students to field test the principles and practices for attracting and converting clients by becoming a profit and growth expert. Rick has taught 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 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 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
Roger Knecht 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.”