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Category: 4. Start a CFO & Advisory Business

Category: 4. Start a CFO & Advisory Business

Mastering Fractional CFO Training: Your Path to Becoming a Certified CFO Advisor

Mastering Fractional CFO Training: Your Path to Becoming a Certified CFO Advisor

In the dynamic business landscape of today, adaptability and expertise are key. One emerging trend that embodies both is the rise of fractional executives, particularly fractional CFOs. But what exactly

6 min 5 sec read
Lessons from GrowCon – Sean Duncan Lays Out the Path to Advisory

Lessons from GrowCon – Sean Duncan Lays Out the Path to Advisory

When Sean Duncan, CEO of SMD Consulting & Accounting, was growing up, he was dead set on finding a career where his work, in his words, "mattered." He was dead

7 min 35 sec read
What You Need to Know Before You Start an Advisory Business – CPA Practice Advisor Survey

What You Need to Know Before You Start an Advisory Business – CPA Practice Advisor Survey

Isaac M. O'Bannon’s article in CPA Practice Advisor sheds light on the transformative potential of advisory services for accounting firms, offering insights into how firms can balance compliance and advisory

3 min 58 sec read
GrowCon25 Speaker Spotlight: Geni Whitehouse on Transforming Moving from Accountant to Advisory

GrowCon25 Speaker Spotlight: Geni Whitehouse on Transforming Moving from Accountant to Advisory

It's 2025. Clients expect more from their accountant than just compliance services. What they're looking for, said Geni Whitehouse, founder of The Impactful Advisor and communication coaching company Even a

3 min 42 sec read

Our Certified Courses

Professional Bookkeeper | Universal Accounting School

Professional Bookkeeper Certification Course

Understanding the Professional Bookkeeper™ Designation for SMBs

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.

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