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Category: 6. Grow an Accounting Business

Create Your Own Marketing Roundtable

Create Your Own Marketing Roundtable

In the course of business we’ve all heard of the networking groups who meet on a regular basis with the sole objective of referring business to each other. Rather than hope that they will have a vacancy for an accounting service member at some stage in the not too distant future, give some consideration to […]

February 18, 2019
How to get a new client every week

How to get a new client every week

In this article, you will learn an incredibly effective marketing strategy for growing your accounting and bookkeeping business. In creating an accounting and bookkeeping service, there are steps that work every time in marketing. For the best way, see: The best way to market an accounting and bookkeeping service Another approach in creating your own […]

February 18, 2019
Networking: Meetings Made Easy

Networking: Meetings Made Easy

“It’s who you know” takes on new meaning in today’s frenzied business climate. We all appreciate the value of networking, especially as it becomes harder to find the time and energy to develop the relationships that can boost our accounting practice. And as we grow more dependent on the technologies that help us do bookkeeping […]

February 18, 2019
Use networking events to get leads

Use networking events to get leads

This article discusses one of the top places to market and sell your accounting and bookkeeping services. The Chamber of Commerce, leads groups, and networking events, are all great places to get in front of other business professionals make yourself known. How about a power breakfast? I’m not talking about those dry-crunchy-barley breakfasts either. I’m […]

February 18, 2019
Networking to Promote Your Accounting/Tax Service

Networking to Promote Your Accounting/Tax Service

Time is Money, and Networking is More Money Some might think that time spent networking would be better spent doing something more productive, something more profitable. But when you dedicate just a little bit of time every week to making and maintaining business associations, you’re banking your efforts and will be amazed how much interest […]

February 18, 2019
Marketing for Accounting and Bookkeeping Firms

Marketing for Accounting and Bookkeeping Firms

In this article, you will learn different marketing stategies for startup and existing accounting and bookkeeping services, with a final review and links to other articles on the best technique- word of mouth. No business will be successful, with any product or service, without some form of marketing. Regardless of what those get-rich-quick schemers say, […]

February 18, 2019
Job Listings Are an Easy Way to Find  Clients

Job Listings Are an Easy Way to Find Clients

In an Internet discussion group a while ago, one person asked how they could most effectively convert a Help Wanted ad into a client. I trust she won’t mind me sharing a few of the suggestions. Show Employers They Need an Accountant, Not Necessarily an Employee Companies listing Accounting or Bookkeeping job listings already know […]

February 18, 2019
Five Tips to Strengthen Your Client Presentations

Five Tips to Strengthen Your Client Presentations

How you first present yourself to that prospective client can make the difference between getting a new client or walking away empty handed. Here are five tips that will help to make the initial visit a positive one. 1.  Don’t overstay your welcome. Business owners/managers are swamped with work. Their time is valuable. Don’t take […]

February 18, 2019
Building Your Referral Base

Building Your Referral Base

In developing your accounting service you are going to rely heavily on obtaining clients who have been referred to you by a third party. This third party may be an existing client, friend, relative, neighbor or a business contact. Where Do the Best Referrals Come From? The question must be asked: "How do you build […]

February 18, 2019
Selling Your Accounting and Tax Services

Selling Your Accounting and Tax Services

"You can lead a horse to water, but you can’t make him drink." Believe it or not, this old saying illustrates valuable marketing insight that you can apply to selling your accounting and tax services. What Is Marketing? Marketing is the process of making a client aware of your services. Taking advantage of your full […]

February 18, 2019
Christmas Gifts as a Marketing Tool

Christmas Gifts as a Marketing Tool

It’s probably stressful to consider giving your clients a Christmas gift right now.  But what if we told you that not only would it remind them of your valuable services, but it would also work as an incredible marketing tool that could increase your profitability in the long run.  In a guest post to the […]

September 4, 2018
The Importance of Client Retention

The Importance of Client Retention

Many businesses focus their growth efforts on new business. That’s definitely an important component of any business and a successful growth model, but it can be putting the cart before

November 9, 2017

Our Certified Courses

Professional Bookkeeper | Universal Accounting School

Professional Bookkeeper Certification Course

Professional Bookkeeper™ designation represents a person who is proficient in the day-to-day practical application of the accounting process in small to mid-sized businesses.

Quick Books Specialist | Universal Accounting School

QuickBooks Specialist™ Certification

Mastering QuickBooks can help you enhance your standing with a current employer or enhance your practice by adding setup, consultation, and help services to your skills set.

Professional Tax Preparer

Professional Tax Preparer Certification Course

Professional Tax Preparer™ is Universal Accounting School’s unique program that affirms & validates the skills and abilities of an individual to perform tax preparation services for individuals & businesses.

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Become a Profit &
Growth Expert™

This proven system empowers you to confidently offer consultative accounting services as a value add to traditional bookkeeping (write-up) accounting and tax work.

Important Reads