In our experience training accountants to start their own successful firms, we at Universal Accounting Center have seen our fair share of marketing missteps.   While many students excel with

Marketing an accounting firm has proven to be one of the most critical tasks our students have encountered when getting their business up and running, and it's also one of

As a small business owner, it's natural to want to achieve a work-life balance that allows you to enjoy the fruits of your labor while still making a profit. However,

As a small accounting business, it's essential to not only meet but exceed your client's expectations. Bookkeepers and tax professionals are expected to handle a company's financial records, provide accurate

All accounting firms have to deal with difficult clients more often than not. Regardless of how much we want it, not every client turns out to be an ideal client.

Do you struggle to get your point across with colleagues, employees, clients or associates?   Professionals must be able to communicate effectively in order to succeed—it’s a required soft skill.  Before you can achieve effective communication, however, you must overcome some common barriers.  The following 5 obstacles may be holding up your ability to communicate effectively […]

We’ve all procrastinated at one time or another.  And while for some, procrastination may represent a brief lapse in productivity, others are plagued with chronic procrastination that threatens their livelihood and business.  Wherever you may be on the spectrum, it’s important to recognize your tendency to procrastinate and respond promptly, especially now that tax season […]

What information would you most like to know about prospective buyers?  Most small-business owners would like to understand what makes them take the plunge into retaining financial services.  Understanding this would help many ensure that their marketing approaches, and the services they’re promoting, are more successful. Recently Hinge Research Institute did a study with 1300 […]

As a financial professional you probably think you’ve got your budget under control.  You know numbers and watch your spending to ensure that you are managing your money well.  But unless you’re applying crucial budgeting strategies, you’re not using this valuable tool to its full advantage.  Here are 5 tips that will help: 1. Ensure […]

This article discusses how to figure out what to charge business clients for your accounting and bookeeping services. Make sure your prospective client recognizes the value of your services. See Why are businesses begging for my services? The most natural question next is “How much is it going to cost?” The quickest way to discourage […]

Editor’s Note It’s unusual to find outside articles devoted to the needs of the freelance accountant. But, with the author’s approval, I am sending one to you in it’s entirety. It’s written by freelancing accountant, Thomas M. Begley, to business owners explaining the advantages of outsourcing their accounting. Although a bit lengthy I think you’ll […]

So you think you’re introverted. I bet I’ve got you beat. When I was in high school, a friend of mine and I went to a church party / dance. On the way to the men’s room, I ran into a girl I knew from one of my classes. She had a friend with her […]